Associate Account Executive; R

Responsibilities

• Assist Sales Representative and Functional Management in the management of external customer relationships.
• Assist Sales Representative in the development and execution of sales strategy for each group customer or prospect.
• Participate in sales meetings, presentations and site visits to cultivate account relationships.
• Work with Sales Representative and Account Support Representative to ensure that all sales and account related issues are addressed.
• Communicate status, issues, risk, exposure and recommendations to sales on a timely basis.
• Build effective relationships with brokers, consultants and group leaders which maximize sales opportunities.
• Responsible for strategic and consultative presentations of products to customers and prospects.
• Provide professional presentations and/or open enrollments (where applicable) to a variety of audiences.
• Work collaboratively with Functional Management and Sales Representative to understand and meet all strategic initiatives and goals within the segment.
• Develop high level of expertise with the Marketing competencies to ensure they are modeling the ideal behaviors and skills.
• Work with Sales Representative to understand and effectively communicate rating alternatives and funding arrangements applicable within the segment.
• Deliver quotes/no quote decisions (where applicable).
• Actively demonstrates comprehensive understanding of IBC products, the competitive environment and the industry.
• Responsible for on‑going account management, (depending on segment size) including renewals, settlements, proposals, benefit exceptions and customer reporting.
• May mentor other associates in sales techniques and strategic thinking, to increase others competitive & industry knowledge.
• Identify trends, actively seeks to work for resolution of customer issues within segment.
• Perform other duties and special projects as assigned.

• Undergraduate degree in Business, Marketing/a related field, or equivalent combination of education, experience, and training is required.
• Minimum of two years work experience, preferably in sales or marketing or fast paced environment where building relationships/repeat customers is essential.
• Excellent oral and written communication skills required.
• Must have the ability to develop and facilitate presentations.
• Demonstrated ability to function in a high‑volume, highly visible, deadline‑oriented environment is essential.
• Comprehensive knowledge of IBC Family of Companies products and services a plus.
• Health insurance experience preferred.
• Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint).
• Experience with CRM packages strongly preferred and demonstrate technical aptitude to learn other systems proprietary systems.
• State Health, Life, and Workers Compensation (where applicable) License required. If not available upon date of hire, individual must pass examinations within the first 60 days of employment.
• Valid driver’s license and a reliable car for extensive visits to account/broker locations required.
• Ability to travel for outside meetings may be required.
• Strong strategic and analytical skills.
• Strong presentation skills.
• Excellent ability to build relationships, both internal and external to an organization.
• Must be able to work collaboratively with functional areas within segment.
• Self‑motivated and goal oriented Flexibility in a variety of settings and ability to work under pressure.
• Able to work independently with drive to excel.

IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.

Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.