Employee Benefits Account Executive, VP

Company: LEI Cross Financial Corp
Location: Portland
Posted on: May 20, 2025

Job Description:

Employee Benefits Account Executive, VP page is loadedEmployee Benefits Account Executive, VPApply locations US - ME - Portland - time type Full time - posted on Posted 2 Days Ago - job requisition id JR1029The Cross Family of Agencies welcomes you. We need your talent and expertise.Position Title: Employee Benefits Account ExecutivePosition Summary: The Employee Benefits Account Executive will lead new sales initiatives, interact with existing & potential clients on a day-to-day basis, solicit EB prospects, and implement creative solutions and revenue-generating plans.Job Responsibilities:

• Generate Employee Benefits leads and sales for the company.
• Connect regularly with appropriate business contacts for potential opportunities and increase sales on existing business.
• Contribute to brokerage revenue goals by promoting and selling insurance products and services.
• Provide high-quality customer service to all clients via phone, in person, email, or written correspondence.
• Assess client needs and advise on appropriate coverage levels and products.
• Respond promptly to calls and correspondence from existing or potential customers.
• Recommend suitable products in accordance with underwriting rules to minimize risks and maintain profitability.
• Offer additional products to existing customers to increase sales opportunities and meet their needs.
• Address customer complaints and resolve issues satisfactorily.
• Provide after-sales service and maintain contact with customers, reviewing and updating their files periodically.
• Stay updated on all products and services offered by the brokerage.
• Attend industry training programs as necessary.Qualifications:

• Education: Bachelor's Degree or equivalent experience.
• Required Job Skills:
• Advanced knowledge of Microsoft Office Suite and understanding of social media platforms.
• Proven sales experience.
• Strong customer service and communication skills (verbal and written).
• Valid driver's license and reliable vehicle.
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Keywords: LEI Cross Financial Corp, Beaverton , Employee Benefits Account Executive, VP, Executive , Portland, Oregon