About The Position

The primary focus of the Account Executive is to seek out and secure new business opportunities. Manages sales process & accounts within an assigned sales territory, pursuing prospects of all types (Employer, Carrier, TPA, SIG, Captive), handling prospects with high volume-potential, or high profile, a complex decision-making process, or requirement of onsite visits.

Requirements

  • Avid prospector, constantly looking for new business opportunities via cold calling, emails, social media and other creative means.
  • Must possess excellent customer service skills. Have the ability to listen and understand customer needs/wants to ensure the best experience with using the Transition2Work program.
  • Must have the ability to establish relationships across diverse perspectives.
  • Manage different points of view and find common ground.
  • Knowledge of sales processes, strategies and tactics.
  • Can speak influentially. Keep others updated with appropriate details and context.
  • Gather and analyze data to anticipate potential issues/obstacles. Recommend and provide creative solutions.
  • Proficient in Customer Relationship Management (CRM) and Microsoft Office applications.
  • Strong knowledge of the principles, terminology, and practices of Workers’ Compensation claims and risk management.
  • High level of ethics, professionalism, and confidence.
  • Strong analytical skills and attention to detail.
  • Excellent presentation, written, and communication skills.
  • High level of interpersonal skills to handle sensitive, confidential situations and documentation.
  • Must be able to multitask, prioritize and meet deadlines with short notice.
  • Accountable and punctual.
  • Flexible and adaptable to change.
  • Problem solving and critical thinking skills.
  • Self-motivated individual and entrepreneurial.
  • Build and maintain professional relationships.
  • The ability to work and comply with all EEOC rules collaboratively, respectfully and to accepting constructive criticism from management with dignity and respect.
  • Successfully pass background check.
  • 5+ years of demonstrated successful sales experience.
  • 5+ years experience in the workers’ compensation industry.
  • High School Diploma or equivalent.

Responsibilities

  • Generates leads from proactive prospecting calls & emails, networking, business referrals, conference booth visitors, events, marketing lists, networking & research.
  • Handles all inbound Carrier, TPA, SIG, and Captive Group program inquiries.
  • On occasion, may work with inbound employer leads based on the prospect’s characteristics.
  • Conducts research to identify leads, account records, appropriate industry and size, company point of contact and decision maker.
  • Makes initial phone contact with potential client to determine needs, company fit, volume potential and identifies carrier & states with exposure.
  • Completes all discovery meetings.
  • Presents proposal & program in person or via phone/webinar; Handles objections and gains commitment.
  • Coordinates scheduling of implementation with Account Managers.
  • On occasion, may assists Account Managers with implementation presentations.
  • Follows-up to gain first referral, address questions and objections, complete post sell steps and drive additional referrals.
  • Work with the Account Managers and other Outside Sales representatives to retain existing clients and pursue opportunities to win back lost clients, expand existing client volume, and cross-sell additional services.
  • Supports company’s retention efforts by providing ongoing account management, training, and educational sessions in person.
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