Key Account Sales Manager
Summit Financial Group, Inc., Oklahoma City, OK, United States
JOB SUMMARY/ORGANIZATIONAL IMPACT
THIS OPPORTUNITY IS FOR OUR AFFILIATE LOCATED IN BARTLESVILLE. POSITION IS REMOTE. The Key Account Sales Manager is responsible for growing the book of business by adding new clients and cross-selling ancillary coverages to existing accounts in the Oklahoma market. Additionally, the role will focus on account management of key accounts. This role will require travel in and around the State of Oklahoma. RESPONSIBILITIES/ ESSENTIAL FUNCTIONS
Responsible for growing by adding lines of coverage to new and existing customers. Leverage our Customer Relationship Management (CRM) System to operationalize the renewal process. Make sales calls on various influential decision makers in municipal and public school entities. Attend industry related conferences, work in booth at conferences and secure follow up appointments. Work with our partners to maximize the services provided to our clients and align resources across the organizations to drive efficiency and control costs. Demonstrate strategic thinking and innovation based on knowledge of the market, carriers, and products. Must possess extensive knowledge and experience in the employee benefits industry. Recognize areas of weakness, provide suggestions, and update documentation for process improvement. Responsible for planning, scheduling and executing large projects. Perform general and administrative duties as assigned. Travel within the State of Oklahoma will be required including, occasional overnight travel. Compensation will include a salary (based on experience) and a sales incentive program. EXPERIENCE
Previous experience in the insurance industry with a focus on sales is preferred but not required. Experience using Microsoft Office Suite; Experience using Microsoft Office 365; Outlook, OneDrive, and SharePoint preferred. EDUCATION REQUIRED
Bachelor’s degree preferred, but not required. CERTIFICATIONS/LICENSES
Active Life, Accident & Health insurance license, or ability to acquire within first 6 months.
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THIS OPPORTUNITY IS FOR OUR AFFILIATE LOCATED IN BARTLESVILLE. POSITION IS REMOTE. The Key Account Sales Manager is responsible for growing the book of business by adding new clients and cross-selling ancillary coverages to existing accounts in the Oklahoma market. Additionally, the role will focus on account management of key accounts. This role will require travel in and around the State of Oklahoma. RESPONSIBILITIES/ ESSENTIAL FUNCTIONS
Responsible for growing by adding lines of coverage to new and existing customers. Leverage our Customer Relationship Management (CRM) System to operationalize the renewal process. Make sales calls on various influential decision makers in municipal and public school entities. Attend industry related conferences, work in booth at conferences and secure follow up appointments. Work with our partners to maximize the services provided to our clients and align resources across the organizations to drive efficiency and control costs. Demonstrate strategic thinking and innovation based on knowledge of the market, carriers, and products. Must possess extensive knowledge and experience in the employee benefits industry. Recognize areas of weakness, provide suggestions, and update documentation for process improvement. Responsible for planning, scheduling and executing large projects. Perform general and administrative duties as assigned. Travel within the State of Oklahoma will be required including, occasional overnight travel. Compensation will include a salary (based on experience) and a sales incentive program. EXPERIENCE
Previous experience in the insurance industry with a focus on sales is preferred but not required. Experience using Microsoft Office Suite; Experience using Microsoft Office 365; Outlook, OneDrive, and SharePoint preferred. EDUCATION REQUIRED
Bachelor’s degree preferred, but not required. CERTIFICATIONS/LICENSES
Active Life, Accident & Health insurance license, or ability to acquire within first 6 months.
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