HEALTH BENEFITS ACCOUNT EXECUTIVE
Stockman of Montana, Belgrade, Montana, United States, 59714
Key Qualification
Proven Business development experience / track record
Mission & Vision TO PROTECT AND SUPPORT INDIVIDUALS, FAMILIES, AND BUSINESSES BY OFFERING CUSTOMIZED AND COMPREHENSIVE COVERAGE AND EXCEPTIONAL CUSTOMER SERVICE, WHILE FOSTERING LONG-TERM RELATIONSHIPS AND MAKING A POSITIVE IMPACT ON THE COMMUNITIES WE SERVE. TO BE MONTANA'S INSURANCE OF CHOICE. TO BE KNOWN FOR OUR UNWAVERING DEDICATION TO SERVING THE INSURANCE NEEDS OF MONTANANS TODAY AND TOMORROW. The foundation of our growth is our exceptional staff and carriers who provide exceptional experience for our customers and communities. Our decision making and actions will be based on our core values or principles.
Core Values
COURAGE: having the strength to act freely without fear of criticism
CANDOR: being direct and honest with colleagues and clients
COMPETENCE: possessing the ability to work successfully and efficiently
COMMITMENT: dedicating yourself to the cause you are embarking on
TO PROVIDE the best possible personal service to keep them as long-term, satisfied customers
TO MAINTAIN a personal and efficient work environment which helps each person achieve his or her personal goals
TO DEAL with the public fairly, honestly and be a respected member of the community
TO EARN a profit and do the best job possible for both the customer and insurance companies we represent
Role Overview Incumbent is an Account Executive – Health Benefits working under direct supervision of the Director of Business Development – Insurance Benefits. This position requires effective communication skills and a solid understanding of the insurance industry. Must be capable of pursuing and closing sales in Health and Life Insurance needs. Must have experience in building a book of business from the ground up, such as prospecting leads, and servicing an active client base for upsell opportunities.
Responsibilities
Strong knowledge and expertise in product knowledge is essential, covering details such as Affordable Care Act (ACA), compliant plans for individual and group health, Medicare Advantage (Part C), and Medical Supplemental (Medigap).
Develop renewal and new business strategy with appropriate staff.
Proven sales abilities, such as using a consultative approach to match products to client needs.
Build and maintain positive relationships within Stockman Bank and Stockman Wealth Management.
Attend all sales meetings, sales strategy sessions and company functions as required.
Participation in community events and organizations that generate new business for the agency and Stockman Bank.
Maintain all applicable licenses and continuing education.
Employees Supervised None
Minimum Qualifications
Montana State health and life insurance license
Strong insurance background
Proven Business development experience / track record
Ability to work independently and as a team member.
Willingness to work in community projects.
Experienced in using Windows based applications.
Must have a current and valid driver's license and be able to drive long distances at times.
Ability to travel - approximately 25% travel required.
Education, Experience and Certification Requirements Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Company Functions and Expectations Technical Knowledge Has the technical knowledge and analytical skills to fulfill job duties in a positive manner. Keeps abreast of new and changing developments in industry/field especially as it pertains to the individual's position. Has the ability to analyze situation and react accordingly.
Communication Expresses information/thoughts clearly and concisely in both written and verbal form. Keeps communication channels open with subordinates and supervisors. Responds promptly to calls or inquiries in a courteous and professional manner. Communication is effective and efficient.
Organization/Planning Establishes priorities, sets goals and meets deadlines accurately and efficiently. Organizes overall workflow and working area. Quickly identifies problems, makes timely decisions and notifies affected personnel. Plans effectively to ensure timely completion of duties.
Teamwork/Professionalism Is willing to assist others to ensure deadlines are met. Provides assistance to less experienced personnel when needed. Informs appropriate personnel of significant issues in a timely manner. Works well in group environment and with supervisor. Models professionalism by addressing others with appropriate actions and appearance within professional boundaries.
Customer Service Culture Employees will strive for outstanding, professional, and positive experience to our customers and anyone who visits our facility.
Insurance A enc Organization & Administration
Promote the improvement of Stockman Insurance through positive customer experience, promotion of products, professionalism in conduct and a diligent work ethic.
Contribute to a harmonious relationship with other employees to provide and maintain the best possible work environment.
Sales of Non-Insurance Products Take part in an active referral program to Stockman Bank and Stockman Wealth Management.
Specific Skill Requirements
Action Orientation — taking initiative to achieve desired results rather than passively waiting for direction.
Applied Learning Ability — understanding new information and complex ideas quickly and without confusion.
Strong Communication and Organizational Skills (written and verbal)
Creative Problem-Solving Ability — looking for solutions to achieve desired results.
Strong Interpersonal Skills with the ability to interact effectively with all levels of management.
Professionalism — maintaining a professional attitude, image, and work ethic.
Physical and Mental Demands Occasionally = 0-33% of shift; Frequently = 34-66% of shift; Constantly = 67-100% of shift.
Regularly lifting/carrying up to 10 lbs; occasionally lifting/carrying up to 25 lbs.
Constantly required to hear, talk, write, read, keyboard/computer entry, reach, stretch, work under time constraints with needed ability for task management flexibility and to perform routine duties with attention for details.
Constant abilities used/required on the job are mathematics, memory, reasoning, estimating, problem-solving, and exercising judgment. Noise level in the office is usually moderate.
Constantly stand, walk or sit, while requiring oral and written communications with co-workers, customers and transactions with guidance available.
Occasionally stoop, kneel, crouch or crawl.
Infrequently climb (up ladders, etc.), balance (to reach items) or drive a car.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Employee is occasionally required to drive a vehicle.
Work Environment
Constantly works with others, around others, with co-workers in other departments or branches and with customers and the public in person and via telephone. Constantly works indoors, in confined areas and is exposed to the risk of electrical shock.
Frequently works around noise (moderate level). The employee must have the ability to focus on tasks and customers while hearing machines, conversations of others, music, phones etc., in a confined area.
Infrequently the employee works alone and works near moving objects. The employee is also infrequently exposed to outdoor weather conditions.
Note Only minimum responsibilities are listed. Other responsibilities may be required as requested by management. Specific responsibilities and duties are listed in order of general descending priority. However, priorities may shift as often as a day-to-day basis at the direction and discretion of management.
#J-18808-Ljbffr
Proven Business development experience / track record
Mission & Vision TO PROTECT AND SUPPORT INDIVIDUALS, FAMILIES, AND BUSINESSES BY OFFERING CUSTOMIZED AND COMPREHENSIVE COVERAGE AND EXCEPTIONAL CUSTOMER SERVICE, WHILE FOSTERING LONG-TERM RELATIONSHIPS AND MAKING A POSITIVE IMPACT ON THE COMMUNITIES WE SERVE. TO BE MONTANA'S INSURANCE OF CHOICE. TO BE KNOWN FOR OUR UNWAVERING DEDICATION TO SERVING THE INSURANCE NEEDS OF MONTANANS TODAY AND TOMORROW. The foundation of our growth is our exceptional staff and carriers who provide exceptional experience for our customers and communities. Our decision making and actions will be based on our core values or principles.
Core Values
COURAGE: having the strength to act freely without fear of criticism
CANDOR: being direct and honest with colleagues and clients
COMPETENCE: possessing the ability to work successfully and efficiently
COMMITMENT: dedicating yourself to the cause you are embarking on
TO PROVIDE the best possible personal service to keep them as long-term, satisfied customers
TO MAINTAIN a personal and efficient work environment which helps each person achieve his or her personal goals
TO DEAL with the public fairly, honestly and be a respected member of the community
TO EARN a profit and do the best job possible for both the customer and insurance companies we represent
Role Overview Incumbent is an Account Executive – Health Benefits working under direct supervision of the Director of Business Development – Insurance Benefits. This position requires effective communication skills and a solid understanding of the insurance industry. Must be capable of pursuing and closing sales in Health and Life Insurance needs. Must have experience in building a book of business from the ground up, such as prospecting leads, and servicing an active client base for upsell opportunities.
Responsibilities
Strong knowledge and expertise in product knowledge is essential, covering details such as Affordable Care Act (ACA), compliant plans for individual and group health, Medicare Advantage (Part C), and Medical Supplemental (Medigap).
Develop renewal and new business strategy with appropriate staff.
Proven sales abilities, such as using a consultative approach to match products to client needs.
Build and maintain positive relationships within Stockman Bank and Stockman Wealth Management.
Attend all sales meetings, sales strategy sessions and company functions as required.
Participation in community events and organizations that generate new business for the agency and Stockman Bank.
Maintain all applicable licenses and continuing education.
Employees Supervised None
Minimum Qualifications
Montana State health and life insurance license
Strong insurance background
Proven Business development experience / track record
Ability to work independently and as a team member.
Willingness to work in community projects.
Experienced in using Windows based applications.
Must have a current and valid driver's license and be able to drive long distances at times.
Ability to travel - approximately 25% travel required.
Education, Experience and Certification Requirements Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Company Functions and Expectations Technical Knowledge Has the technical knowledge and analytical skills to fulfill job duties in a positive manner. Keeps abreast of new and changing developments in industry/field especially as it pertains to the individual's position. Has the ability to analyze situation and react accordingly.
Communication Expresses information/thoughts clearly and concisely in both written and verbal form. Keeps communication channels open with subordinates and supervisors. Responds promptly to calls or inquiries in a courteous and professional manner. Communication is effective and efficient.
Organization/Planning Establishes priorities, sets goals and meets deadlines accurately and efficiently. Organizes overall workflow and working area. Quickly identifies problems, makes timely decisions and notifies affected personnel. Plans effectively to ensure timely completion of duties.
Teamwork/Professionalism Is willing to assist others to ensure deadlines are met. Provides assistance to less experienced personnel when needed. Informs appropriate personnel of significant issues in a timely manner. Works well in group environment and with supervisor. Models professionalism by addressing others with appropriate actions and appearance within professional boundaries.
Customer Service Culture Employees will strive for outstanding, professional, and positive experience to our customers and anyone who visits our facility.
Insurance A enc Organization & Administration
Promote the improvement of Stockman Insurance through positive customer experience, promotion of products, professionalism in conduct and a diligent work ethic.
Contribute to a harmonious relationship with other employees to provide and maintain the best possible work environment.
Sales of Non-Insurance Products Take part in an active referral program to Stockman Bank and Stockman Wealth Management.
Specific Skill Requirements
Action Orientation — taking initiative to achieve desired results rather than passively waiting for direction.
Applied Learning Ability — understanding new information and complex ideas quickly and without confusion.
Strong Communication and Organizational Skills (written and verbal)
Creative Problem-Solving Ability — looking for solutions to achieve desired results.
Strong Interpersonal Skills with the ability to interact effectively with all levels of management.
Professionalism — maintaining a professional attitude, image, and work ethic.
Physical and Mental Demands Occasionally = 0-33% of shift; Frequently = 34-66% of shift; Constantly = 67-100% of shift.
Regularly lifting/carrying up to 10 lbs; occasionally lifting/carrying up to 25 lbs.
Constantly required to hear, talk, write, read, keyboard/computer entry, reach, stretch, work under time constraints with needed ability for task management flexibility and to perform routine duties with attention for details.
Constant abilities used/required on the job are mathematics, memory, reasoning, estimating, problem-solving, and exercising judgment. Noise level in the office is usually moderate.
Constantly stand, walk or sit, while requiring oral and written communications with co-workers, customers and transactions with guidance available.
Occasionally stoop, kneel, crouch or crawl.
Infrequently climb (up ladders, etc.), balance (to reach items) or drive a car.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Employee is occasionally required to drive a vehicle.
Work Environment
Constantly works with others, around others, with co-workers in other departments or branches and with customers and the public in person and via telephone. Constantly works indoors, in confined areas and is exposed to the risk of electrical shock.
Frequently works around noise (moderate level). The employee must have the ability to focus on tasks and customers while hearing machines, conversations of others, music, phones etc., in a confined area.
Infrequently the employee works alone and works near moving objects. The employee is also infrequently exposed to outdoor weather conditions.
Note Only minimum responsibilities are listed. Other responsibilities may be required as requested by management. Specific responsibilities and duties are listed in order of general descending priority. However, priorities may shift as often as a day-to-day basis at the direction and discretion of management.
#J-18808-Ljbffr