Account Executive - Health & Benefits

Overview

Sells Paychex Agency Health and Employee Benefits Insurance products and services to new clients and existing Paychex clients.

Responsibilities Achieves corporate objectives by individual product line category within the assigned territory. Generates sales revenue and health applications to meet and exceed sales quotas.

Achieves technical, competitive and sales skill knowledge by attaining objectives set by the sales management team. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.

Develops internal relationships to assist in increasing the client base. Develops a referral network to assist in increasing the client base.

Develops Insurance Carrier relationships to enhance sales and service. Processes sales contracts in a professional manner and in accordance with HRS guidelines.

Projecting a positive image in representing the company to clients and the community. Life, Accident and Health must be obtained within 90 days of employment.

Generates sales revenue to meet or exceed sales quota by contacting existing client base and utilizing effective sales methods to qualify insurance and human resource needs.

Applies knowledge of Paychex Agency Insurance Products and Services products to effectively interest clients. Performs insurance needs analysis for clients to provide solutions to insurance and benefit needs.

Writes up and processes sales contracts in a professional manner and in accordance with HRS operation guidelines. Performs underwriting of business risks in accordance with insurance carrier guidelines.

Additional duties as assigned by management. Qualifications Associate's Degree in Business or related discipline Bachelor's Degree in Business or related discipline - Preferred 2 years of experience in Relevant sales / marketing experience or the equivalent education and experience.

Driver's License - Required Relevant Insurance License This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check.

If you are not currently licensed, you will be required to obtain the necessary insurance license(s) within 90 calendar days of your official start date.

Failure to obtain the required license(s) within 90 days of your start date and to maintain eligibility throughout the duration of your employment may result in corrective action, up to and including termination of employment.

Paychex Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fee.

The cost of any additional attempts will be at the expense of the individual employee. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and / or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA.

This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required