Sales Executive, Employee Benefits

Overview

Keenan has an exciting career opportunity as a Sales Executive that will be tasked with the generation of new business in the public education sector of California. The Sales Executive will prospect for and sell Employee Benefits coverage to new and existing local education agencies in their specified region. They will also maintain existing relationships with clients in their assigned territory. Our sales cycle is lengthy, therefore qualified candidates must have the ability to build relationships, network in industry associations, and create a personal bond with clients and prospective clients.

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.

What You'll Do

• Provide strategic consulting and serve as primary contact with existing clients and prospects.
• Manage a portfolio of accounts by calling on policyholders to deliver and explain policy updates or renewals.
• Expand existing relationships by suggesting additions or changes to current insurance program in anticipation of the client’s needs.
• Ensure timely, accurate and efficient service to clients.
• Use consultative sales techniques to suggest new services and products and make recommendations based on analysis of client and/or prospect’s existing insurance packages, circumstances and needs.
• Establish and maintain client relationships by providing regular visits and open communication.
• Participate as a representative of the company and attend industry association events and conferences.
• Gather and evaluate all relevant information to obtain premium rates for recommended policy.
• Advise and make recommendations based on the client’s budget and current economic environment.
• Gather data for employee benefit studies that provide existing and potential clients with comparison of benefits within their county and industry.
• Design and present strategic plans and fiscal analysis to clients and committees.
• Manage and facilitate insurance committee meetings and decision-making forums.
• Attend ongoing educational/training programs required by the State to maintain current license status.
• Establish/maintain comprehensive files on all local education agencies within assigned territory.
• Prepare and produce scheduled reports in a timely manner.
• Other duties as assigned.

What You'll Need

• Prior experience as a producer or Sales Executive/ Producer as well as proven relationship-based sales success.
• Experience working with CA public sector agencies.
• Life & Health License will be required prior to client interaction.
• Must be an effective communicator, both verbal and written.   
• Proficient in Microsoft Outlook, Excel, PowerPoint and Word.      

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary.   
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   
• Pet benefits & discounts.   
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Keenan.

Compensation

The target salary range for this position is $100,000.00 to $125,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Grow, with us

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! 

Salary : $100,000 - $125,000