Sales Engagement Specialist - Benefits (Hybrid)
NFP, an Aon company, is a recognized leader in Business Insurance and seeks a Licensed Sales Engagement Specialist to join their Business Engagement Team. The role involves managing client relationships, driving new business, and ensuring efficient processes within the HealthSource RI for Employers State Exchange.
Responsibilities
- Generate and drive new business opportunities through consulting, prospecting, and networking
- Maintain and enhance relationships with existing client and broker base
- Serve as main point of contact for all assigned accounts; manage client expectations through outstanding communication and superior service and support
- Partner with Customer Support Team to ensure accurate data entry into the enrollment and billing systems
- Investigate and resolve client or broker concern and/or issues in a timely and proactive manner
- Attend Chamber meetings, business expositions and other industry functions to establish and develop client and broker relationships
- Effectively utilize technology, tools and best practices and maintains professional and technical knowledge
- Additional duties as assigned
Skills
- Health & Life Insurance License (RI) required, or willingness to obtain within 90 days of employment
- Employee benefits experience, insurance carrier or brokerage a plus
- Knowledge of group insurance products (Health, Dental, Life, etc.)
- Excellent communication and interpersonal skills including
- Exceptional oral and written skills and ability to maintain a professional demeanor across various contexts
- Familiarity with sales or account management functions, with a strong emphasis on customer service and support
- Familiarity with CRM systems and practices, experience with Salesforce is a plus
- Self-motivated, able to work independently and take ownership of tasks
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview