portal resources jobs companies g global benefits group sales executive - student insurance, west coast

Sales Executive - Student Insurance, West Coast


Job Description

Clifford Allen Associates (CAA) is seeking a high energy person that will be joining the premiere sales organization serving private secondary schools for student health insurance. This position will be responsible for driving new business sales/growth based upon an assigned book of prospects/clients with a focus on the secondary school student and cultural exchange market in North America. Responsible for developing and implementing an updated prospecting process and resources/tools needed to expand business in underdeveloped markets and new channels. The position is a remote based position, preferably on the West Coast, with a home office in the US. Position will report directly to the President, Clifford Allen.

Responsibilities include:

  • Achieve new business sales goals on a policy year basis that tie to annual budgets and business financial objectives. Business plan to include key metrics (i.e. key targets, size of opportunity, probability of success) resulting in a defined approach for resource allocation.
  • Find and expand client base through utilization of ecommerce platforms and new channels of reaching customers in the secondary school international student market.
  • Systematically utilize CRM (SIMPLE) system to support the sales process and help implement design changes and improvements to develop a robust CRM.
  • Positively and proactively represent CAA in meetings, Associations, Conferences, seminars, trade shows, and networking events. Expand regional Association presence – in particular mid-West, West Coast.
  • Identify, pursue, and develop partnerships with other brokers (P&C, Employee Benefit, etc.)

serving this market.

  • Develop and demonstrate strong working knowledge of the competitive landscape and strategize creative ideas for strengthening CAA’s product positioning in the market.
  • Pursue cross selling opportunities with other vertical lines of CAA business (5th year, travel, lost luggage, dental/vision, etc.) to enhance prospect and client relationships.
  • Actively work to support and collaborate with the Account Executive team by establishing client servicing plans, regular client business reviews, and other significant Account Management services.

Requirements:

  • 3-5 years’ experience working in an insurance brokerage, carrier, or related business to business experience including calling on senior executives
  • Strong preference for sales experience in either the insurance, private secondary school market or international student market
  • Licensing required either pre or post hiring.
  • Proven track record of superior communication skills (verbal, written and presentation)
  • Experience in ecommerce sales and ability to grow and expand this market
  • Self-starter with excellent time management skills. Diligent follow up.
  • Goal Oriented – proven track record of establishing goals and delivering results.
  • Analytical thinker/Problem solver – ability to ask the right questions, determine the core issues and work until resolution – not a “reporter” but takes initiative
  • Ability to work comfortably and respectfully across multiple time-zones and cultures
  • Team player – proven ability to develop strong “internal” relationships. Collaborates well.
  • Work schedule flexibility to accommodate the international nature of the business
  • Bachelor’s degree with a concentration in business-related field preferred
  • Ability to travel regularly

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift

Supplemental Pay:

  • Bonus pay

Experience:

  • Sales Experience: 5 years (Preferred)
  • Insurance sales: 3 years (Preferred)

Work Location:

  • Fully Remote

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