Sales Associate

The role

You will maintain and expand the client base through new business management and underwriting strategy. You will work with clients to assess insurance needs and collaborate with underwriters to secure coverage.

What you will do

• Meet or exceed sales targets and performance metrics
• Develop and maintain relationships with clients
• Conduct thorough insurance assessments for clients
• Collaborate with underwriters to review policy applications
• Prepare and present insurance quotes to clients
• Identify cross-selling and upselling opportunities
• Stay informed about industry trends and regulatory changes
• Maintain accurate client records and documentation

Required qualifications

• Strong understanding of insurance products, underwriting principles, and risk assessment
• Excellent communication and interpersonal skills
• Detail-oriented with strong organizational and multitasking abilities
• Proficiency in insurance software and Microsoft Office Suite
• Commitment to upholding ethical standards and compliance with industry regulations

Nice to have

• Bachelor's degree in Business, Finance, or related field
• Previous experience in insurance sales, account management, or underwriting

Benefits

• Fully paid medical, dental, and vision benefits
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement

Before you apply

• ParetoHealth does not provide employment visa sponsorship for this position
• Candidates must be authorized to work in the United States without sponsorship both now or in the future

About the company

ParetoHealth is the largest and fastest-growing benefits captive in the United States. It helps small and midsize employers take control of healthcare costs through a smarter, more sustainable model.