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Account Executive - Health and Benefits

Company: Paychex
Location: Petaluma
Posted on: November 19, 2022

Job Description:

Overview

Sells Paychex Agency Health and Employee Benefits Insurance products and services to new clients and existing Paychex clients.
Responsibilities

  • Achieves corporate objectives by individual product line category within the assigned territory. Generates sales revenue and health applications to meet and exceed sales quotas.
  • Achieves technical, competitive and sales skill knowledge by attaining objectives set by the sales management team.
  • Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
  • Develops internal relationships to assist in increasing the client base.
  • Develops a referral network to assist in increasing the client base.
  • Develops Insurance Carrier relationships to enhance sales and service.
  • Processes sales contracts in a professional manner and in accordance with HRS guidelines.
  • Projecting a positive image in representing the company to clients and the community.
  • Life, Accident and Health must be obtained within 90 days of employment.
  • Generates sales revenue to meet or exceed sales quota by contacting existing client base and utilizing effective sales methods to qualify insurance and human resource needs.
  • Applies knowledge of Paychex Agency Insurance Products and Services products to effectively interest clients.
  • Performs insurance needs analysis for clients to provide solutions to insurance and benefit needs.
  • Writes up and processes sales contracts in a professional manner and in accordance with HRS operation guidelines.
  • Performs underwriting of business risks in accordance with insurance carrier guidelines.
  • Additional duties as assigned by management.
    Qualifications

    • Associate's Degree in Business or related discipline
    • Bachelor's Degree in Business or related discipline - Preferred
    • 2 years of experience in Relevant sales /marketing experience or the equivalent education and experience.
    • Life Accident and Health license Life, Accident and Health must be obtained within 90 days of employment. - Preferred

Keywords: Paychex, Petaluma , Account Executive - Health and Benefits, Other , Petaluma, California

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