Employee Benefits Account Executive: Quest Benefits Inc.

Reports to:

President or Manager, Employee Benefits

RESPONSIBILITIES:

Prospecting, Sales, Service & Renewals:

• Works with Prospective & Existing Customers in office and in field

• Establishes needs, Obtains quotes and prepares proposals and/or comparisons for various employee benefits

• Reviews proposals with customers, recommends appropriate coverage for renewal, including benefit changes, adding new lines of business

• Receives, reviews, works with & responds to RFPs on a timely basis, keeps management informed

• Works with Prospective Accounts to obtain Broker of Record Letters

• Proactively handles group arrears, cancellations or service issues

• Assists President with lead generation of new prospective clients

Products:

• Keeps informed of current industry information/laws, new product information, and technological advances

Reports:

• Develops & submits RFP Status & Tracking Report in a timely manner

• Accurately completes Applied Systems sales & renewal activity reports in timely manner

• Completes Excel Spreadsheets upon request

• Provides weekly update to Project List in timely manner

Marketing:

• Works with Technical Support to complete development of forms and templates for employee benefits and RFP Sales & Tracking Report and any other projects assigned by President

SKILLS:

Technical:

• Excel

• Microsoft Word

• PowerPoint

• Microsoft Suite Proficient or MS Certified

• Spanish Speaking a Plus

Marketing Oriented Professional:

• Self-Motivated and works well independently

• Ability to work with customers at all levels, as well as carriers & associates

• Ability to maintain confidential data

• Excellent written & verbal communication skills

• Ability to meet deadlines

• Good Phone Manners

• Effective time management skills

• Ability to prioritize and multi task

Detail Oriented