The Sales Executive role is highly processional and well-connected in selling services and technology in the insurance brokerage industry. Role will work in a results vs. quota driven environment focused on mid-market insurance brokers in Eastern US. Candidate will need to have knowledge and understanding of business dynamics and terminology of insurance brokers, track record of sales achievement, have goals and quotas which are consistently exceeded, knowledge of the complex sales cycle, and associate decision-making process. Individual will need to be motivated and self-starter as well as being able to make presentations, have strong communication skills, work in a decentralized organization, and have BPO experience.
Drive sales and achieve/exceed sales goals and quotas within designated market segment/geography with customers and prospects from revenue growth to cross-sell/account rounding?
Use insurance experience and understanding of insurance broker industry and challenges they face in engaging with clients/prospects
Manage, prioritize and maintain high value opportunities in CRM tool while building a well-balanced pipeline
Discuss, present, and fully understand the services and technology offered to clients/prospects
Defend pricing structure and value in a competitive market place where competition could be third party or there is internal control
Manage contracts and statements of work (SOWs)
Actively participate in sales meetings, sales cycles, understand the stages and pipeline, and basic metrics?
Establish and maintain strong and positive relationships with the sales team and throughout the organization as well as clients / prospects
Engage subject matter experts and include them in discussions with clients/prospects throughout the sales process
Bring innovation and new ideas to the sales process to help increase our growth in acquiring new customers and adding new services to existing clients
Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge in the insurance broker industry
Other duties as assigned
Minimum Requirements - Education and Experience
10 to 15+ years of Sales Experience in Insurance Broker Industry
Active Property & Casualty and/or Life & Health Insurance License(s) a plus
Knowledge, Skills, and Abilities?
Solid sales experience
Experience with BPO's
Strong experience and knowledge of insurance brokerage industry
Come with a ?rolodex? of industry contacts
Work in a ?land and expand? sales model in designated market segment/geography
Knowledge of complex sales cycles and associated decision-making processes
Experience and discipline working in CRM Tool for opportunities and pipeline management
Experience with Contracts and SOWs
Ability to work in a decentralized organization
High integrity and ability to establish trust
Excellent listening, verbal, and written communication skills
Good computer, internet skills, and Microsoft Outlook, Excel, Word, PowerPoint
Professional approach and demeanor?
Work from Home
Travel within the Eastern United States and occasionally outside that geographical area
Internet speed requirements 6 mbps download and 3 mbps upload; No Satellite
Competitive Salary / Sales Incentive Program / Benefits / PTO
Constantly perform desk-based computer tasks and telephone calls
Frequent travel by all forms of transportation including: flying, driving, car services, trains, buses
Occasionally stand/walk, writing by hand, lift/carry/push/pull objects that weigh 11-20 pounds
* Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned
Subject to and expected to comply with all applicable Patra Corp policies and procedures