Employee Benefits Account Executive

Heartland Security Insurance Group•Tyler, TX

18h

About The Position

Who We Are Hibbs-Hallmark & Co. Insurance is a diversified risk management company providing a complete portfolio of services including custom-designed traditional insurance and self-insurance programs, loss control, and claims administration. Our ability to be innovators in the industry has enabled us to become one of the largest risk management firms in the Southwest, with offices in Tyler, Dallas, Forney, Austin, Houston, and San Antonio. We will continue to work hard to earn business and provide our clients with the highest possible level of service and expertise. www.hibbshallmark.com Structure and Ownership With roots back to the 1800s, Hibbs-Hallmark & Co. Insurance was the founding entity for Heartland Security Insurance Group in 2001. Heartland is comprised of eight different insurance and risk management businesses, providing products and services globally. Each of the companies offers solutions to distinct client groups in the federal, state, and private sectors. The organization has been under continuous private family ownership for 50 years. Today, it has over 60 stockholders as well as ESOP ownership. In addition to providing an important retirement benefit to associates, the ESOP assures that everyone in the organization has a vested interest in providing the very highest level of service to the client. Commitment to the Community Hibbs-Hallmark & Co. Insurance, and the parent organization, Heartland Security Insurance Group, have a long history of philanthropy to the local, national, and international communities. Licensing Hibbs-Hallmark & Co. Insurance is licensed in all fifty (50) states. Employee Benefits Account Executive Primary Responsibility To solicit new business accounts and maintain existing employee benefits accounts to enhance agency profitability in accordance with the objectives set forth in agency business plan and agency policies and procedures. Essential Functions & Responsibilities Interface with clients and potential clients via phone, email, in-person meetings and making cold calls in order to meet new business production goals set forth annually by the Sales Manager. Follow agency directives and develop a profitable book of business. Maintain existing customers by providing an excellent level of customer service. Stay informed of industry developments through review of trade press and by attending company training and sales meetings. Promote the agency and insurance industry in the community. Pursue a program for personal and professional development. Improve Insurance Company relationships through company contacts. Serve clients as a trusted advisor and provide insurance counsel as appropriate or as required by client. Perform other specific duties and projects as assigned by Sales Manager. Quotation of New or Renewal Business – To make sure we utilize our qualified staff in the process of quoting new and renewal business. Customer Service - To make sure we use our qualified staff to assist in handling customer service issues.

Requirements

High School Diploma
At least 3 years of sales experience
High degree of self-discipline and motivation.
Excellent communication skills both oral and written.
Technical education (CIC, CPCU, company courses) helpful and willingness to continue education essential.
Well-groomed and neat appearance essential.
Holds required and appropriate insurance agent’s license.
Above average organizational and time management skills.
Must be licensed driver in compliance with agency’s requirement regarding motor vehicle record.

Nice To Haves

College Degree in Risk Management and Insurance, Business or related field.
Holds a CIC or CPCU designation
Holds a Certification in Self-Funded and/or Chartered Life Underwriter
Knowledge of employee benefits sales techniques.
Ability to multi-task multiple priorities.
Proficient in Microsoft Office Suite of products.
Ability to work well with others.

Responsibilities

Interface with clients and potential clients via phone, email, in-person meetings and making cold calls in order to meet new business production goals set forth annually by the Sales Manager.
Follow agency directives and develop a profitable book of business.
Maintain existing customers by providing an excellent level of customer service.
Stay informed of industry developments through review of trade press and by attending company training and sales meetings.
Promote the agency and insurance industry in the community.
Pursue a program for personal and professional development.
Improve Insurance Company relationships through company contacts.
Serve clients as a trusted advisor and provide insurance counsel as appropriate or as required by client.
Perform other specific duties and projects as assigned by Sales Manager.
To make sure we utilize our qualified staff in the process of quoting new and renewal business.
To make sure we use our qualified staff to assist in handling customer service issues.