Responsibilities
- Meet or exceed new business sales goals for assigned territory and product lines.
- Develop and manage relationships with regional brokers and consultants to drive consistent quoting activity.
- Identify and pursue new opportunities with small and mid-sized employer groups.
- Deliver compelling product presentations and proposals tailored to client needs.
- Partner with internal teams to ensure smooth quoting, underwriting, and onboarding processes.
- Maintain detailed and accurate pipeline, activity, and forecast data within CRM systems.
- Stay current on market trends, competitor offerings, and regulatory changes affecting level-funded and ICHRA products.
