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Minneapolis Health & Welfare Producer

Qualigence, Inc.

Minneapolis Health & Welfare Producer

Minneapolis, MN
Full Time
Paid
  • Responsibilities

    Health & Welfare Producer

    • Act as an entrepreneur developing a book of business from a network of your own contacts typically in a particular vertical niche or employer size.
    • Establish and maintain a new business pipeline of qualified leads exceeding four times goal. Weekly, ensure all tracked pipeline information is current and reflects actual activity and stage in the sales process.
    • Have the ability to conduct client discovery with confidence in the presence of CEO’s, CFO’s, CHRO’s and other key stakeholders.
    • Capably consult clients on an independent basis and recognize opportunities to bring in other SMEs.
    • As clients are brought in to the firm, schedule check-ins and briefings monthly with the Client Service team to keep abreast of account status, providing leadership as to strategy, communications and problem-solving.
    • Take responsibility for scheduling internal client account review meetings, ensuring timely and thorough completion of prescribed process to ensure client retention, always thinking creatively about next steps needed to expand the account.
    • Know your competition. Provide information as to wins/losses you are aware of in the market, and always schedule post presentation reviews that include all participants.
    • Regularly solicit feedback on your performance in client-facing and internal colleague-facing settings.
    • At prospecting, proposal, and account management stages, provide training through partnership with junior team members.
    • Highlight complex client strategy and technical analysis as well as emphasis on client value, compliance and ethical conduct.
    • Speak up regarding succession opportunities of interest. Provide guidance to leaders who seek to ensure your career progresses in the most rewarding manner possible.

     

    Required Experience:

    • Client facing experience at a consulting company, insurance company, brokerage or in the Health and Benefits discipline
    • Bachelor’s degree is required; MBA preferred
    • Active Life and Health license
    • Professional designation is preferred