- Business Development and Relationship Management
- Develop and cultivate new client relationships within the target market.
- Build a network of external influencers.
- Actively prospect for new business opportunities using available sales tools, professional networks, sponsored events, and referrals.
- Follow up on all leads promptly.
- Manage and document all sales activities within the Customer Relationship Management (CRM) system.
- Participate in professional and networking events
- Achieve or exceed annual sales targets and maintain a sales pipeline equivalent to three times the annual goal.
- Client Advisory and Risk Management
- Lead risk management strategies for both new and existing client relationships.
- Provide professional, efficient, and courteous service to clients in collaboration with Client Executives, Client Managers, and Account Managers.
- Analyze client risks, coverage needs to recommend suitable solutions.
- Execute policy coverage and program changes as required.
- Leverage industry expertise to clearly explain risk management strategies to clients.
- Offer innovative and tailored insurance solutions to address complex risk issues.
- Educate clients on available insurance products and market trends.
- Account Coordination and Operational Excellence
- Collaborate with service teams to review carrier proposals, analyze market summaries, and prepare renewal documentation within required timeframes.
- Stay informed on carrier offerings, strategic partnerships, emerging products/services, and applicable legislative updates.
- Support service teams and act as a backup to team members when required.
- Maintain strict confidentiality of all client and company information.
- Perform additional duties and special projects as assigned by management.
- 6+ years of Employee Benefits sales experience.
- Proven track record managing mid-to-large group clients (100+ lives).
- Valid Life & Health License (or ability to obtain).
- Established client relationships and a consultative approach.
- Professional presence, credibility, and commitment to long-term client partnerships.
- Based in or near Chicago, IL (hybrid role with quarterly HQ travel).
- Bachelor's degree or equivalent experience.
- CEBS designation.
- Background in insurance brokerage or professional services.
- Experience mentoring or leading within a sales environment.
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Sales Executive Employee Benefits Hybrid - Chicago - Scimax Consulting
Description
Location:
Chicago, IL (Hybrid)
We're expanding our national footprint and seeking an experienced Sales Executive (Employee Benefits) to lead growth in the Chicago market.
This is a dynamic opportunity for a driven professional who thrives on building strong client relationships, leading strategic initiatives, and shaping the success of an emerging market.
You'll play a key role in developing business, guiding clients through tailored benefits solutions, and collaborating with a supportive national team committed to professional excellence.
Key Roles and Responsibilities-
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