Sales Engagement Specialist

National Financial Partners Corp.•Rumford, ME

71d•$52,000 - $81,000

About The Position

Seeking a Licensed Sales Engagement Specialist to join our Business Engagement Team. Responsibilities will include the oversight of assigned clients and brokers including, managing account activity, driving new business, processing quotes, coordinating renewals, and various other tasks to ensure a consistent and efficient process within the HealthSource RI for Employers State Exchange. Additional duties will include improving workflows, monitoring tasks and the timely completion of sales objectives.

Requirements

Health & Life Insurance License (RI) required, or willingness to obtain within 90 days of employment
Employee benefits experience, insurance carrier or brokerage a plus
Knowledge of group insurance products (Health, Dental, Life, etc.)
Excellent communication and interpersonal skills including
Exceptional oral and written skills and ability to maintain a professional demeanor across various contexts
Familiarity with sales or account management functions, with a strong emphasis on customer service and support
Familiarity with CRM systems and practices, experience with Salesforce is a plus
Self-motivated, able to work independently and take ownership of tasks

Responsibilities

Generate and drive new business opportunities through consulting, prospecting, and networking.
Maintain and enhance relationships with existing client and broker base.
Serve as main point of contact for all assigned accounts; manage client expectations through outstanding communication and superior service and support.
Partner with Customer Support Team to ensure accurate data entry into the enrollment and billing systems.
Investigate and resolve client or broker concern and/or issues in a timely and proactive manner.
Attend Chamber meetings, business expositions and other industry functions to establish and develop client and broker relationships.
Effectively utilize technology, tools and best practices and maintains professional and technical knowledge.
Additional duties as assigned.