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Ejecutivo de Cuentas de Planes de Pensiones de Empleo
Ejecutivo de Cuentas de Planes de Pensiones de Empleo
KURZBESCHREIBUNG STELLE
Miami, US
In this role, you will be responsible for aggressively developing and managing an active pipeline through seeking out prospects, calling on potential clients, conducting in depth needs analysis/risk assessments, developing ideas for meeting their needs, presenting information on the organization’s capabilities, strategically cross-selling products aligned with clients’ needs and introducing technical specialists, as required, to win and retain the business.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Most of the activity in this role is directed toward the generation of new sales to existing and prospective clients. Success in this role is based on the incumbent’s ability to win and retain new business and meet or exceed established sales goal targets related to revenue growth, mix of business and penetration into industry specific targets.
Sales Process:
- Prepare proposals and presentations using marketing resources, practice groups and other WTW producers.
- Design individual prospect sales strategies and develop unique prospect programs.
- Align with individual client sales strategies.
- Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.
- Provide consultative advice in key risk areas.
- Identify and close potential cross-sell opportunities.
Client Management:
- Maintain consistent/high quality touch points by phone and face to face with clients.
- Champion the proper advocacy of claims.
- Participate in stewardship meetings.
- Support Client Management team in identifying and closing rounding opportunities.
Pipeline Management:
- Identify prospects for business from existing and prospective clients.
- Develop new relationships with individuals responsible for insurance and risk management decisions.
- Obtain referral leads from existing clients.
- Aggressively identify and pursue cross-selling opportunities.
- Participate and take leadership roles in targeted community and professional associations.
People Management:
- Provide annual input for the performance review of team members.
- Provide timely/quality feedback to service team members; assist team members in acquiring new skills.
- Help to identify and develop future producer talent.
The Requirements
- Bachelor of Arts/Bachelor of Science degree in related field of study preferred
- Valid State-relevant insurance license(s) only add this if the cand has a current license
- Minimum 5 years proven sales experience in a specialty lines i.e. Construction, Healthcare, Real Estate & Hospitality, Life Sciences – commercial insurance products
- Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional
- Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management and cross-selling
- Ability to identify and leverage essential information and think in a critical and logical manner
- Ability to work in a client-centric strategic and decisive manner according to tight deadlines
- Excellent communication (written, verbal and oral) skills and interpersonal skills
EOE, including disability/vets
In this role, you will be responsible for aggressively developing and managing an active pipeline through seeking out prospects, calling on potential clients, conducting in depth needs analysis/risk assessments, developing ideas for meeting their needs, presenting information on the organization’s capabilities, strategically cross-selling products aligned with clients’ needs and introducing technical specialists, as required, to win and retain the business.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Most of the activity in this role is directed toward the generation of new sales to existing and prospective clients. Success in this role is based on the incumbent’s ability to win and retain new business and meet or exceed established sales goal targets related to revenue growth, mix of business and penetration into industry specific targets.
Sales Process:
- Prepare proposals and presentations using marketing resources, practice groups and other WTW producers.
- Design individual prospect sales strategies and develop unique prospect programs.
- Align with individual client sales strategies.
- Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.
- Provide consultative advice in key risk areas.
- Identify and close potential cross-sell opportunities.
Client Management:
- Maintain consistent/high quality touch points by phone and face to face with clients.
- Champion the proper advocacy of claims.
- Participate in stewardship meetings.
- Support Client Management team in identifying and closing rounding opportunities.
Pipeline Management:
- Identify prospects for business from existing and prospective clients.
- Develop new relationships with individuals responsible for insurance and risk management decisions.
- Obtain referral leads from existing clients.
- Aggressively identify and pursue cross-selling opportunities.
- Participate and take leadership roles in targeted community and professional associations.
People Management:
- Provide annual input for the performance review of team members.
- Provide timely/quality feedback to service team members; assist team members in acquiring new skills.
- Help to identify and develop future producer talent.
The Requirements
- Bachelor of Arts/Bachelor of Science degree in related field of study preferred
- Valid State-relevant insurance license(s) only add this if the cand has a current license
- Minimum 5 years proven sales experience in a specialty lines i.e. Construction, Healthcare, Real Estate & Hospitality, Life Sciences – commercial insurance products
- Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional
- Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management and cross-selling
- Ability to identify and leverage essential information and think in a critical and logical manner
- Ability to work in a client-centric strategic and decisive manner according to tight deadlines
- Excellent communication (written, verbal and oral) skills and interpersonal skills
EOE, including disability/vets
INITIATIVBEWERBUNGEN
Jegliche Initiativbewerbungen/Kandidatenprofile, die über unsere Website oder persönliche E-Mail-Konten von Mitarbeitern bei Willis Towers Watson eingehen, werden als Eigentum von Willis Towers Watson betrachtet und sind von der Zahlung von Vermittlungsgebühren ausgenommen. Eine Agentur, die für Willis Towers Watson als autorisierter Personalvermittler/Headhunter tätig werden möchte, muss eine offizielle schriftliche, durch einen Personalreferenten von Willis Towers Watson unterschriebene Vereinbarung und eine aktive Arbeitsbeziehung mit dem Unternehmen haben. Bewerbungen müssen gemäß unserem Bewerbungsverfahren für Kandidaten eingereicht werden und setzt eine aktive Beteiligung an der jeweiligen Personalsuche voraus. Ebenso gilt für unsere autorisierten Personalvermittler/Headhunter, dass bei Nichtbefolgen des Bewerbungsverfahren für Kandidaten keine Vermittlungsgebühren von Willis Towers Watson entrichtet werden. Willis Towers Watson ist ein Arbeitgeber, der sich für die Chancengleichheit engagiert. Wenn wir Ihre Kontaktdaten für zukünftige Zwecke speichern sollen, senden Sie bitte eine E-Mail an: Agency.inquiries@willistowerswatson.com.
UNSERE Standorte
Unsere Kollegen betreuen Kunden in mehr als 140 Ländern und Märkten auf der ganzen Welt. Aufgrund der globalen Dimension unserer Tätigkeiten eröffnen sich Ihnen unzählige spannende Kooperations- und Wachstumsmöglichkeiten. Auf der unten stehenden Karte können Sie nachsehen, wohin Sie Ihre Karriere führen könnte.
LERNEN SIE UNSER TEAM KENNEN
Karen McDonagh Reynolds
Nick Alexander
Jaime Sánchez Gómez-Landero
Paul Dowding
Ravi Khambhati
Emily Reading
Melanie Harding
Trey Franklin
Nuno Arruda
Suzanne Vaughan
Pei Wang
Basil Al Hatoum
HeeJung Kim
Charlotte Olson
Anshul Garg
Jasmin Bedi
Jessica Melville
Kanika Mehta
Mae Heloise Lisaca
Charlie (Charlotte) Garrod
Karen McDonagh Reynolds
Nick Alexander
Jaime Sánchez Gómez-Landero
Paul Dowding
Ravi Khambhati
Emily Reading
Melanie Harding
Trey Franklin
Nuno Arruda
Suzanne Vaughan
Pei Wang
Basil Al Hatoum
HeeJung Kim
Charlotte Olson
Anshul Garg
Jasmin Bedi
Jessica Melville
Kanika Mehta
Mae Heloise Lisaca
VERANSTALTUNGEN
There are no upcoming events at this time.
Bei WTW setzen wir auf Chancengleichheit und sind bestrebt, eine vielfältige Belegschaft zu fördern und ein integratives Arbeitsumfeld zu schaffen, in dem jede/r respektiert, geschätzt und geachtet wird. Wir tolerieren keine Form der rechtswidrigen Diskriminierung und unterstützen auch keine Vorgehensweisen oder Initiativen, die gegen jegliche Menschenrechte verstoßen.