Benefits Portfolio Advisor
Company:Humi
Location:Canada
Languages:English
Seniority level:Middle
Skills:
Communication SkillsAnalytical SkillsPresentation skillsNegotiation skillsClient relationship managementRelationship managementSales experience
Requirements:
Previous work experience in sales, account management or customer service LLQP licensed (or equivalent) and in good standing Knowledgeable on group benefits best practices and requirements Pride in relationship management Highly organized and thrive when managing multiple projects Strong communicator and master influencer Resourceful attitude and thrives in ambiguity Tech-savvy with high mathematical aptitude Strong work ethic and desire to improve Able to work cohesively with team members Confidence when speaking with clients Strong presenter able to analyze and explain data clearly
Responsibilities:
Build rapport with new benefits clients Maintain strong relationships with carrier partners Negotiate renewals with carrier partners Renew group plans Market existing group plans to source new providers Handle post-quote presentation action items Confirm sales details with selected carrier Conduct benchmarking exercises for clients Provide quarterly performance reviews to clients