INSURANCE Sales Executive Chicago, IL

• Job Description
   

  Sales, Independently owned insurance agency, Selling Employee Benefits to larger group, Insurance industry, Licensed

   

  If you post this job on a job board, please do not use company name or salary. Experience level: Mid Level (5-8 yrs exp.) Experience required: 5 Years Education level: Bachelors degree Job function: Business Development Industry: Insurance Compensation:  Total position: 1 Relocation assistance: Limited assistance Visa sponsorship eligibility: No

   

   ales Executive Department: Employee Benefits

  Reports To: Sales Team Leader Status: Full-Time

  Job Classification: Exempt

   

   

  As an employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.

  Our Core Values are lived in our business and our culture is fueled by them.

  • Create a Great Experience
  • Do the Right Thing
  • Play for Each Other
  • Pursue Growth
  • Own Your Future

  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, manager overall client relationships with support of a service team, and lead strategy on complex accounts.

  Roles and Responsibilities:

  • Developing New Relationships
  • Developing a network of outside influencers using various methods including but not limited to referrals, industry associations, and other professional service providers
  • Actively prospecting new business opportunities through the use of our sales tools, your personal and professional networks, Gibson-sponsored events, referrals, etc.
  • Creating synergy across Gibson practice areas while identifying cross-selling and account rounding opportunities
  • Following up on leads in a timely manner
  •  
    • Managing all sales activity within our customer relations management system
    • Engaging in professional and networking activities that maintain and expand the current book of business
  • Achieving annual sales goal at or above agency standards
  • Maintaining an active pipeline of 3x annual sales goals
  • Leading Risk Management Strategies for Existing Relationships
  • Providing efficient, professional, courteous service to clients in conjunction with Client Executives, Client Managers and Account Managers
  • Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes
  • Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
  • Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues
  • Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met
  • Keeping current with carriers, strategic partners, products/services and applicable legislation
  • Performing other duties and special projects as assigned
  • Acting as a backup to team personnel when necessary
  • Maintaining 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 in 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 marks
  • 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 a professional services industry
  • Bachelors degree preferred
  • Insurance experience
  • 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 cant or dont bother to. Thats 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
  • 100% 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, Kalamazoo, MI, Phoenix, AZ
  • Great benefits!

jonathan AT executivestaffrecruiters DOT com

Please take the time to accurately and completely fill out this form by answering each specific
question. Not only will we refer to it regularly, but this information may also very well be shared Gift 101with clients
interested in interviewing you. The better we know what you want the better positions you will
see.

Name:
Please give us the best email and phone number to contact you.
1. What is motivating your decision to leave your current job?
2. Describe your search activity over the past 3 to 6 months. Are you selectively searching or
actively looking at this moment?
3. Do you have the appropriate citizenship or visa to work in the US without restriction or time limit?
4. Describe in detail what you would be doing in your ideal next position. Who would you report to, who
would report to you, what types of projects would you be working on? The more detail you provide
the better for us to understand your career aspirations.
5. Where in your area are you willing to work? How far are you willing to travel to and from
work? Are you willing to relocate? If yes, to what area? If relocation is of interest, what
hurdles will you have to overcome before starting a new position?
6. What type of relocation package do you require?
7. What is your availability?

8. Do you have a non-compete or a reimbursement clause?
9. What are you looking for in compensation? Please remember that it is my job to get you the
best salary possible from the client. So please complete this area and be honest in the salary
you are looking for now. I do not discuss this with my client.
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10. What are your thoughts concerning your susceptibility to a counteroffer from your current
employer? Have you ever been given a counter offer? Did you accept it or turn it down?
Why?
11. Why are you interested in this opportunity?
12. Promise to stay in touch via email?
 
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