Wellfleet, a Berkshire Hathaway company, delivers customer-centric accident and health insurance, with quality service and uncompromising ethics. Wellfleet works to protect people against risk throughout every stage of life – from grade school to college to the workplace.
Founded in 1993 as Consolidated Health Plans (CHP), Wellfleet, headquartered in Springfield, Mass., is one of the nation’s leading providers of health and accident insurance products to the higher education market.
Wellfleet Workplace, a Berkshire Hathaway Company, seeks an experienced Workplace (Voluntary) Benefits professional to support and increase the effectiveness of our sales team. This is an exciting opportunity to join a rapidly growing company with excellent career progression potential.
A successful candidate will strategically monitor and support field sales activity, implement and execute sales support projects, and onboard brokers. This person will complete request for proposal/quote responses and provide direct sales support to regional/ field sales associates and will be responsible for resolving and/or conducting research to resolve problems and/or issues that impact sales support programs.
Excellent time management and interpersonal skills, ability to adapt to shifting priorities in a fast-paced environment, and ability to manage emotions and project calm optimism are crucial for success in our organization.
In this role, you will…
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Increase annual premium sales by:
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Supporting sales efforts of Wellfleet Regional Sales Representatives
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Onboarding new brokers and supporting existing broker relationships
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Providing marketing materials and education to help brokers, business partners and other sales entities understand and articulate Wellfleet products, solutions, and benefits
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Ensure that the company’s products are competitively positioned within his/her assigned area(s); supports sales representatives to increase penetration into existing accounts and acquire new accounts:
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Develop and maintains a holistic view of the company’s offerings and competitor and market conditions within the assigned area and identifies segment opportunities
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Understand suite of capabilities and compatibility with broker to support sales representatives in developing overall broker strategy
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Maintain knowledge of enrollment strategies to include VB, Core Benefits, platform technologies, and employee engagement and education; utilizes knowledge to support the sales process
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Conduct preliminary risk assessment for prospects. Coordinates with Field Sales and Underwriting to review employer information and provide presale offers
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Manage negotiation among sales team, brokers, and underwriting to balance needs within financial guidelines. Professionally and effectively communicates decisions including case characteristics relative to pricing expectations / risk guidelines, and decision rationale
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Professionally manage the broker sales activity of the field force by strategically monitoring pipeline health; tracks top pursuits through customer/contact relationship management systems; drives the activity, pipeline and revenue goals for field force within scope of responsibility to meet and exceed market growth goals. Ensures a consistent and efficient customer acquisition process from sales through service
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Subject matter expert for CRM systems and tools to ensure leads and sales are accurately reflected
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Identify bottlenecks in the sales process and give feedback to manager
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Embrace a culture of collaboration and teamwork with field sales representatives on business development and relationship-building
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Have a sense of ownership and pride in your performance and its impact on company’s success
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Stay ahead of the curve on technical product related knowledge and general sales techniques
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Performs other duties as assigned
We are looking for candidates with…
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Associate’s degree in business or related field and three years successful work related experience; an equivalent combination of education and experience will be considered
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Proficiency in MS Office Suite, specifically Word, Excel, PowerPoint and Outlook
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Experience with customer relationship management (CRM) systems
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Insurance industry sales support experience REQUIRED; Group Workplace Voluntary Benefits experience strongly preferred
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State life and health agent license, or willingness to attain
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Outstanding attention to detail, ability to problem solve and high personal quality expectations
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Excellent presentation, oral, written, and interpersonal communications skills to effectively interact with Wellfleet Sales team, brokers, and other Wellfleet department staff
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Excellent organizational skills with the capacity to manage multiple priorities and tasks simultaneously
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Capable of handling broad scope projects that have short to medium-term focus; can work independently but with guidance on more complex projects
Why Wellfleet?
Here at Wellfleet, we foster a culture of growth that enables engaged and high-performing professionals to be empowered to deliver our mission and vision.
Our employees are a team devoted to providing customer service that exceeds expectations of our members and clients. Successful team members continually look for ways to improve product delivery and value.
Wellfleet offers a competitive compensation package and comprehensive benefits package including life, health and dental, vision, 401K retirement plan, short- and long-term disability coverage, flexible/dependent care spending account, tuition reimbursement, and business casual dress.
Are you interested in exploring a career at Wellfleet? Explore our open positions.
General:
Wellfleet is part of the MedPro Group family. As such, all Wellfleet team members are employees of MedPro Group Inc. We are an Equal Opportunity Employer. The annual gross base salary range is $65,000 to $85,000. This range anticipates the low and high end of the salary for this position. Actual salaries will vary and are based on factors such as a candidate’s qualifications, skills and competencies. Salary is one component of Wellfleet’s total compensation and benefits package, which includes medical, vision and dental insurance options, life and accident insurance, 401(k), and short-term and long-term disability insurance. For a more detailed overview, visit our careers website at: wellfleetinsurance.com/about/careers. #LI-KS1 #LI-Remote
