Department: Sales

Classification: Full-Time (40 hours/week), Commission-Based, Exempt

Contact: Ryan Sullivan, rsullivan@ebs-md.com, 443.438.1147

Position Summary

The Client Advisor will oversee and execute all aspects of the sales cycle. Manage ongoing sales pipeline to ensure business objectives are being met. Responsible for developing, expanding and coordinating new and existing business accounts. Takes a pro-active approach to all aspects of account management and service to clients, ensuring client needs are identified and met, in-line with agreed service standards. Highly motivated, self-starter, goal-oriented, with great organization and customer service skills.

Position Responsibilities:

Account Management

1. Prepares and presents proposals & quotes and recommends coverage based on customer need.
2. Provides service team with in-depth client information upon on-boarding and initiates introduction of service team to client. Understands client needs in order to provide services that were sold throughout the clients plan year. Provide service team with client needs with regards to Zywave set-up, HCR portal access, ThinkHR access, client specific requests, etc.
3. Meets with service staff on a monthly basis to discuss key-accounts high level service issues, client requests, changes in plan, etc.

Business Development

1. Develops and qualifies leads, using natural market and referrals
2. Sets new business appointments through phone prospecting
3. Prepares and presents EBS' prospect presentation at new business appointments
4. Actively pursues outside business development opportunity to actively promote EBS brand (at least one).

Continuing Education

1. Must fulfill Maryland State CE requirements on annual basis
2. Attends internal and external training to stay up-to-date on the latest developments, trends and regulations within the market place
3. Meets with Carrier Rep's to stay current on plan design and carrier specific updates

Administrative

1. Provides service team with completed account documents to be saved in Resource Library and SalesForce.
2. Actively inputs and updates sales opportunities in SalesForce through entire sales process.

Reporting/Accountability

Reports to: Ryan Sullivan

Supervises: N/A

Knowledge/Experience Required

1. Bachelor's degree preferred; combination of education/experience will be considered
2. Two to three years of related experience and/or training preferred
3. Maryland Life & Health license required.
4. Certified Healthcare Reform Specialist, preferred.

Skills/Abilities Required

1. Ability to read, analyze and interpret contracts, policies, documents and regulation updates.
2. Ability to effectively establish rapport, present client information and respond to on-the-spot questions from Managers and C-level client contacts.
3. Excellent communication skills, written, verbally and over the phone. Ability to present new business presentations to C-level prospects.
4. Ability to interpret and produce a variety of instructions furnished in written and oral form.
5. Able to work with others in teams; able to work with those who perform similar jobs as well as complimentary roles.
6. Strong working knowledge of computers (MS Word, MS Outlook preferred; Internet, MS Excel and database experience also beneficial) and able to learn new systems and programs, such as SalesForce.

Physical Requirements/Miscellaneous

1. There are no physical requirements for the position

This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

Employee Benefit Services of Maryland, Inc. is an Equal Opportunity Employer.