Unison Risk Advisors
Sales Executive, Employee Benefits
Unison Risk Advisors, Phoenix, Arizona, United States, 85003
JOIN THE GIBSON TEAM AND FIND YOUR EDGE!
As a direct member of a sales and advisory team, a Sales Executive (SE) is responsible for taking on the account leadership of new and existing relationships. The Sales Executive will develop new business opportunities, manage overall client relationships with support of a service team, and lead strategy on complex accounts.
Core Values
Create a Great Experience
Do the Right Thing
Play for Each Other
Pursue Growth
Own Your Future
Roles and Responsibilities
Developing New Relationships
Develop a network of outside influencers using referrals, industry associations, and other professional service providers.
Actively prospect new business opportunities through the use of sales tools, personal and professional networks, Gibson-sponsored events, and referrals.
Create synergy across Gibson practice areas while identifying cross‑selling and account rounding opportunities.
Follow up on leads in a timely manner.
Manage all sales activity within our customer relations management system.
Engage in professional and networking activities that maintain and expand the current book of business.
Achieve annual sales goal at or above agency standards.
Maintain an active pipeline of 3× annual sales goals.
Leading Risk Management Strategies for Existing Relationships
Provide efficient, professional, courteous service to clients in conjunction with Client Executives, Client Managers, and Account Managers.
Analyze risk, coverage, program structure, and recommend options; execute coverage and program changes.
Leverage insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed.
Offer innovative solutions, educate clients on insurance solutions available in the marketplace, and solve difficult risk issues.
Work closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met.
Keep current with carriers, strategic partners, products/services, and applicable legislation.
Perform other duties and special projects as assigned.
Act as a backup to team personnel when necessary.
Maintain confidential information.
You might be a great fit for this role if you:
Have prior insurance sales and/or client executive experience in an agency, broker, or insurance company setting.
Have prior experience building and/or growing a book of business in a professional services industry.
Have demonstrated technical consulting experience with a track record of high client retention.
Enjoy presenting to clients.
Can work independently, as well as within an advisory team.
Find energy in creating and cultivating new relationships.
Are proficient in gathering data and excel in problem‑solving.
Are a self‑starter who takes initiative to succeed.
Are committed to professional growth and enjoy learning new skills.
Have exceptional written and verbal communication skills paired with above‑average knowledge of Microsoft Outlook, Word, and Excel.
Required
5+ years of sales/consulting experience in the insurance industry.
Bachelor’s degree preferred.
Insurance experience preferred.
CEBS designation preferred.
Life & Health license preferred, or the ability to attain within the first 60 days of employment.
Excellent computer and office machine skills, specifically with Microsoft Office products.
About Gibson We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t — or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.
Here are some noteworthy facts about Gibson:
Founded in 1933
Majority Employee‑Owned
Business Insurance Top 100 U.S. Broker
Designated as one of the Best Places to Work
Locations in South Bend, IN; Fort Wayne, IN; Indianapolis, IN; Chicago, IL; Kalamazoo, MI; Phoenix, AZ; Tucson, AZ; Salt Lake City, UT
A member of the Unison Risk Advisors platform of companies
Comprehensive benefit offering available to choose from
#J-18808-Ljbffr
Core Values
Create a Great Experience
Do the Right Thing
Play for Each Other
Pursue Growth
Own Your Future
Roles and Responsibilities
Developing New Relationships
Develop a network of outside influencers using referrals, industry associations, and other professional service providers.
Actively prospect new business opportunities through the use of sales tools, personal and professional networks, Gibson-sponsored events, and referrals.
Create synergy across Gibson practice areas while identifying cross‑selling and account rounding opportunities.
Follow up on leads in a timely manner.
Manage all sales activity within our customer relations management system.
Engage in professional and networking activities that maintain and expand the current book of business.
Achieve annual sales goal at or above agency standards.
Maintain an active pipeline of 3× annual sales goals.
Leading Risk Management Strategies for Existing Relationships
Provide efficient, professional, courteous service to clients in conjunction with Client Executives, Client Managers, and Account Managers.
Analyze risk, coverage, program structure, and recommend options; execute coverage and program changes.
Leverage insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed.
Offer innovative solutions, educate clients on insurance solutions available in the marketplace, and solve difficult risk issues.
Work closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met.
Keep current with carriers, strategic partners, products/services, and applicable legislation.
Perform other duties and special projects as assigned.
Act as a backup to team personnel when necessary.
Maintain confidential information.
You might be a great fit for this role if you:
Have prior insurance sales and/or client executive experience in an agency, broker, or insurance company setting.
Have prior experience building and/or growing a book of business in a professional services industry.
Have demonstrated technical consulting experience with a track record of high client retention.
Enjoy presenting to clients.
Can work independently, as well as within an advisory team.
Find energy in creating and cultivating new relationships.
Are proficient in gathering data and excel in problem‑solving.
Are a self‑starter who takes initiative to succeed.
Are committed to professional growth and enjoy learning new skills.
Have exceptional written and verbal communication skills paired with above‑average knowledge of Microsoft Outlook, Word, and Excel.
Required
5+ years of sales/consulting experience in the insurance industry.
Bachelor’s degree preferred.
Insurance experience preferred.
CEBS designation preferred.
Life & Health license preferred, or the ability to attain within the first 60 days of employment.
Excellent computer and office machine skills, specifically with Microsoft Office products.
About Gibson We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t — or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.
Here are some noteworthy facts about Gibson:
Founded in 1933
Majority Employee‑Owned
Business Insurance Top 100 U.S. Broker
Designated as one of the Best Places to Work
Locations in South Bend, IN; Fort Wayne, IN; Indianapolis, IN; Chicago, IL; Kalamazoo, MI; Phoenix, AZ; Tucson, AZ; Salt Lake City, UT
A member of the Unison Risk Advisors platform of companies
Comprehensive benefit offering available to choose from
#J-18808-Ljbffr