Key Family of Companies
  • Venefits
  • USA
  • Base + Commission
  • Full Time

Comprehensive Benefit Package including paid Vacation and Holidays

Venefits is currently seeking a Regional Sales Representative for the West Coast Region of California. In this exciting new opportunity the qualified candidate will sell fully-insured and self-funded products and services to new small and mid-size employer groups.  This individual will also be responsible for overall management of in-force client relationships with an emphasis on client retention and increasing revenue.  

Essential Duties and Responsibilities:

  • To generate new business in designated territory and demographics.
  • Research local companies for target marketing.
  • Initiate lead appointments to prospective clients and meet with them to develop business relationships.
  • Assist in set-up and implementation of new business.
  • Develop ongoing sales and marketing strategy to cross-sell to existing clients.
  • Oversee or conduct marketing of plans to various fully-insured and self-funded carriers.
  • Create marketing illustrations for presentations to prospective and in-force clients.
  • Be a student of the industry knowledgeable of new products and services as well as Broker practices and trends.
  • Be aware of competitors and their initiatives and analyze competitive threats.
  • Take ownership for the accuracy, timeliness and efficiency of all services for assigned clients.
  • Oversee renewal proposals and processes for in-force clients.
  • Provide analytical and data analysis for all claims reporting on mid-size clients.
  • Prepare executive summaries for client presentations.
  • Oversee work of Benefit Consultants for client service.
  • Review plan summary documents and contracts for accuracy.
  • Negotiate with carriers on behalf of clients about rates.
  • Assist VP, Agency Operations with new hire interviewing and training as needed.
  • Coordinate and oversee employee enrollment meetings.
  • Maintain pro-active communication with in-force clients and pipeline prospects.
  • Oversee or handle escalated service issues from clients.
  • Maintain and update client records in Salesforce.
  • Attend monthly consulting meetings and offer training and coaching for staff.
  • Perform other work-related duties as assigned.

Competencies, Knowledge, Skills and Abilities:

  • Minimum of 5 years progressive sales experience with an insurance carrier, managed care organization, agency or TPA.
  • Must be a self-starter, highly motivated and focused on new business achievement.
  • Knowledgeable in both self-funded and fully-insured products and financial arrangements.
  • Excellent verbal, written and presentation skills; capable of communicating as a knowledgeable professional to carriers, members and employers.
  • Ability to design strategies and incentives providing health improvement for members and cost reduction for employers.
  • Ability to design and implement an optimal health benefit package for employers and members.
  • Ability to analyze data, with superior math skills.
  • Excellent problem-solving skills.
  • Ability to assist client in budget preparation, create a multi-year benefits strategy and monitor results.
  • Ability to work in a fast paced, seasonal, environment.
  • Ability to meet deadlines.
  • Attention to detail.
  • Proficient in Microsoft Word, Excel and Power Point.
  • Travel required.
  • Bachelor's Degree preferred.
  • Life and Health License required.
Please note, video resumes for the Regional Sales Representative will not be accepted.


Key Family of Companies
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