Starkweather & Shepley
Employee Benefits Account Executive
Starkweather & Shepley, Westwood, Massachusetts, us, 02090
DescriptionS&S is looking to add new business account executives to our team. Are you an experienced professional who thrives in a new business insurance sales environment? If so, we want to connect with you.Who You Are:You are a strong Employee Benefits Account Executive with a passion for providing customer-centric care. You excel in New Business Sales, with a proven track record for exceeding your goals. You are adaptable and a Trusted Advisor for your clients. You have a minimum of 5 or more years of insurance experience and a commitment to doing the best for your clients. This role will be seeking new business opportunities while also maintaining relationships with existing clients. The Account Executive will primarily be responsible for prospecting, networking, and producing new property and casualty business insurance policies and accounts, as well as the renewal retention of existing accounts.This person will work with other members of the Employee Benefits team to create and present presentations on the services offered. This position oversees the marketing of all lines of coverage for the prospects, providing direction to Client Service Administrators. The Account Executive uses discretion and judgment in determining coverage needs for clients and in carrier and client negotiations.Who We Are:
Starkweather is a 144-year-old company with the reputation of being one of the Best Places to Work in our territory. We are owned by a Trust, run by the Trustees along with a Board of Directors whose mission is to provide stability and security for our clients and employees. We offer a competitive compensation package including base salary, annual bonus, 401(k) match, and a generous profit-sharing plan. Additionally, we provide opportunities to participate in Quarterly Sales Contests, an attractive commission structure, and an annual Leader's Trip.
Our benefit package is robust, including Medical, Dental, Vision, HSA, and HRA plans. We offer an open-ended performance-driven vacation and sick policy, as well as a relaxed dress code. Also offered are Life, LTD, voluntary opportunities for Supplemental Life, Supplemental LTD, Pet Insurance, Accident and Critical Care, and Legal services.
Duties include:Identifying appropriate prospects for employee benefits services.Creating scheduled prospect outreach via email, outbound phone calls, LinkedIn, and other avenues, and executing regular follow-up contacts to maintain interest.Creating and maintaining working prospect lists with contact information, renewal dates, and other pertinent information.Identifying key Employee Benefits and Property and Casualty team members to include at meetings as a resource for team selling when applicable.Identifying, cultivating, and maintaining a robust external roster of Centers of Influence as a source for referrals.Working closely with and guiding the Employee Benefits support team to provide excellent and responsive service to prospects and clients.Marketing new business on a timely basis, along with Client Service Administrators, by communicating with the prospects and the carriers during the initial sales process.Securing Broker of Record letters for external new business for all lines of employee benefits coverage.Once BOR is obtained, marketing renewals on a timely basis, along with Client Service Administrator, by communicating with clients and carriers during the renewal process.Establishing working relationships with clients, carriers, and other vendors.Responding to client inquiries in a timely fashion by initiating requested changes, providing coverage information and documentation as needed, ensuring client requests are handled by carriers, and acting to maintain accounts in the event of a request for cancellation.Providing support to prospects and clients concerning technology, HR, and compliance issues.Supporting prospect and client open enrollment meetings as requested.Developing and leading presentations for prospects, clients, and employee base as required.Maintaining relationships with carriers/providers while monitoring the market for new products and/or trends.Providing referrals to other departments.Negotiating renewals to achieve the best possible coverage for clients.Serving as a technical resource for Client Service Administrators.Maintaining knowledge of company requirements, policy provisions, and any changes to laws as applicable.Participating in/directing any special projects and training at management’s request.Performing additional duties as assigned.Starkweather & Shepley provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.These statements are intended to describe the general nature and level of work performed by the employee and are not intended to be a complete list of responsibilities and duties. These statements do not establish a contract for employment and are subject to change at the discretion of the organization.RequirementsSkills, Abilities, and Experience requirements include:Superior written and verbal communications skills required.Superior customer service skills.Ability to identify external products and obtain Broker of Record letters.Ability to develop and deliver presentations to C Suite and in group settings.Ability to build trust-based relationships with prospects and clients.Strong problem-solving skills.Ability to perform cost-benefit analysis.Must be able to work well in a team environment and demonstrate professional language and behavior.Ability to multitask and operate in an ever-changing environment is critical.Ability to communicate at all levels of the organization.Ability to travel to prospect and client meetings.Fluency in MS Office products, intermediate Excel user.Ability to communicate clearly, work well with others, and manage time effectively.Producer license is Mandatory.Willingness to continue education is essential.
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Starkweather is a 144-year-old company with the reputation of being one of the Best Places to Work in our territory. We are owned by a Trust, run by the Trustees along with a Board of Directors whose mission is to provide stability and security for our clients and employees. We offer a competitive compensation package including base salary, annual bonus, 401(k) match, and a generous profit-sharing plan. Additionally, we provide opportunities to participate in Quarterly Sales Contests, an attractive commission structure, and an annual Leader's Trip.
Our benefit package is robust, including Medical, Dental, Vision, HSA, and HRA plans. We offer an open-ended performance-driven vacation and sick policy, as well as a relaxed dress code. Also offered are Life, LTD, voluntary opportunities for Supplemental Life, Supplemental LTD, Pet Insurance, Accident and Critical Care, and Legal services.
Duties include:Identifying appropriate prospects for employee benefits services.Creating scheduled prospect outreach via email, outbound phone calls, LinkedIn, and other avenues, and executing regular follow-up contacts to maintain interest.Creating and maintaining working prospect lists with contact information, renewal dates, and other pertinent information.Identifying key Employee Benefits and Property and Casualty team members to include at meetings as a resource for team selling when applicable.Identifying, cultivating, and maintaining a robust external roster of Centers of Influence as a source for referrals.Working closely with and guiding the Employee Benefits support team to provide excellent and responsive service to prospects and clients.Marketing new business on a timely basis, along with Client Service Administrators, by communicating with the prospects and the carriers during the initial sales process.Securing Broker of Record letters for external new business for all lines of employee benefits coverage.Once BOR is obtained, marketing renewals on a timely basis, along with Client Service Administrator, by communicating with clients and carriers during the renewal process.Establishing working relationships with clients, carriers, and other vendors.Responding to client inquiries in a timely fashion by initiating requested changes, providing coverage information and documentation as needed, ensuring client requests are handled by carriers, and acting to maintain accounts in the event of a request for cancellation.Providing support to prospects and clients concerning technology, HR, and compliance issues.Supporting prospect and client open enrollment meetings as requested.Developing and leading presentations for prospects, clients, and employee base as required.Maintaining relationships with carriers/providers while monitoring the market for new products and/or trends.Providing referrals to other departments.Negotiating renewals to achieve the best possible coverage for clients.Serving as a technical resource for Client Service Administrators.Maintaining knowledge of company requirements, policy provisions, and any changes to laws as applicable.Participating in/directing any special projects and training at management’s request.Performing additional duties as assigned.Starkweather & Shepley provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.These statements are intended to describe the general nature and level of work performed by the employee and are not intended to be a complete list of responsibilities and duties. These statements do not establish a contract for employment and are subject to change at the discretion of the organization.RequirementsSkills, Abilities, and Experience requirements include:Superior written and verbal communications skills required.Superior customer service skills.Ability to identify external products and obtain Broker of Record letters.Ability to develop and deliver presentations to C Suite and in group settings.Ability to build trust-based relationships with prospects and clients.Strong problem-solving skills.Ability to perform cost-benefit analysis.Must be able to work well in a team environment and demonstrate professional language and behavior.Ability to multitask and operate in an ever-changing environment is critical.Ability to communicate at all levels of the organization.Ability to travel to prospect and client meetings.Fluency in MS Office products, intermediate Excel user.Ability to communicate clearly, work well with others, and manage time effectively.Producer license is Mandatory.Willingness to continue education is essential.
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