USI Insurance Services · 1 day ago
Employee Benefits Sales Executive
Staten Island, NY
Full-time
Onsite
Mid Level
$75K/yr - $250K/yrUSI Insurance Services is seeking an Employee Benefits Sales Executive to drive new business revenue growth and maintain existing business. The role involves building relationships with brokers, strategizing sales opportunities, and ensuring compliance with CRM tasks.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Develop positive business relationships with brokers, both new and existing, to ensure continued sales growth
Demonstrate proficiency at the discovery process (sales due diligence) and conceptual presentation promoting Emerson Rogers' competitive products and services in a concise and persuasive manner
Ability to develop and follow through on a sales business plan that includes prospecting strategies that can generate new broker leads and first appointments
Prepare for and participate actively in sales meetings and 1:1 meetings with the sales manager
Demonstrate strategic thinking and innovation based on insurance, market, carrier and product knowledge, to help guide the brokers through the complexities of health care reform
Build and maintain strong relationships with carriers
Strategize with the brokers on sales opportunities to grow the book of business
Comply with CRM tasks to track appointments and appropriately label broker opportunities
Assist with the service function for most important cases including responsibility for additional lines of business sales, case conservation, all renewal and service activities
Qualification
Required
Demonstrated ability to sell new business and maintain positive broker relationships
A positive, consultative sales approach
Strong degree of self motivation
Goal oriented
High activity levels
Excellent listening skills
Ability to creatively and proactively problem-solve
Ability to stay organized and focused in a busy environment
Personable and credible
Professional and dependable
Strong understanding of Employee Benefits
Familiarity with products, services, competitive offerings, market needs and industry trends
Good understanding of alternate funding arrangements including full and partially insured, minimum premium, self-insured, etc
Experienced in Microsoft Office products including Word, Excel and PowerPoint
Strong analytical skills; capable of using and interpreting benefit related facts and figures
Life, Accident & Health License is required
Preferred
Bachelor's degree preferred
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Founded in 1994
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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