Group Benefits Advisor (Quebec) / Conseiller en garanties collectives (Quebec)
Humi
- Quebec City, QC
- Permanent
- Full-time
- Managing the entire sales process from initial contact to close
- Managing leads from a variety of sources (BDR's, Software Team, Marketing, Partnerships), along with generating new business opportunities
- Building rapport with new benefits clients alongside the service manager via quarterly check-ins
- Maintain strong relationships with our carrier partners
- Negotiate renewals with our carrier partners
- Successfully renew numerous group plans each month ensuring the client's best interests are addressed
- Market existing group plans in order to source a new provider that better suits the client's needs
- Handling post-quote presentation action items (i.e. alternate quotes, answering client inquiries, etc)
- Confirming sales details with the selected carrier before engaging the benefits service manager to handle a group's implementation with their new provider
- Conducting plan benchmarking analysis for prospects and clients
- Onboard and integrate with the Humi Benefits team
- Meet with Department Heads and members of the Leadership team
- Submerge into the Humi culture and vision
- Be acquainted with the different platforms and software that will be used day to day
- Build an understanding of the distribution structure of the industry, the various providers, and where the Humi brokerage fits in the mix
- Be a sponge to acclimate with the different Humi processes and procedures
- Participate in client renewal and sales discovery meetings to understand how to "sell for the future" not just today's bottom line
- Support Humi's Portfolio and Solution Advisors with post-renewal/sales discovery deliverables
- Have built a strong foundation and understanding of how the Benefits team operates when prospects come in from the Software sales team
- Have a strong understanding of our approach to renewing group plans
- Start transitioning into managing your own block of clients within the Humi book of business
- Begin leading the sales process with inbound opportunities
- Begin building a pipeline of your own opportunities
- Have hit a milestone in which you will have a strong understanding of why clients choose Humi to be their resource & advocate for all things benefits
- Nurture and manage your own book of business
- Work closely with the benefits service managers as well as the software team to ensure that clients are getting everything they need to allow their business to thrive
- Be responsible for managing portfolios including but not limited to, negotiating and presenting annual renewals, quarterly performance reviews, plan design changes based on the market, and building long-term total reward plans.
- Licensed Insurance Advisor - AMF certificate in force
- You have 2+ years of experience working in sales, account management or a customer service role at a fast-paced brokerage or insurance carrier
- You are bilingual, based in, and licensed in Quebec
- Experience working in B2B sales and a track record of sales quota attainment
- You are knowledgeable on group benefits best practices and requirements from working for an insurance carrier or brokerage
- You pride yourself in relationship management due to your ability to create delight for customers and partners
- You are highly organized and thrive when managing multiple projects simultaneously with multiple competing deadlines
- You are a strong communicator and a master influencer when trying to curate the best solutions for all parties
- You possess a resourceful attitude and thrive in ambiguity
- You are tech-savvy, have a high mathematical aptitude and comfortable with financial analysis in Excel.
- You have a strong work ethic with a constant desire to improve through constructive feedback
- You are self driven and excel in reaching goals independently and in a team
- You are a strong presenter and possess the ability to analyze and explain data clearly to clients
- You previously worked in a fast-paced startup and understand how to manage changing priorities
- You have experience working with CRMs
- As a team that services the HR world, we are a team that understands you perform best in an environment that cares about their employees
- Be part of a high performing team of critical thinkers that thrive on problem solving
- Access leadership and growth opportunities as the company rapidly scales
- Maintain work-life engagement with flex hours and our Long(er) weekends initiative
- Opportunity to work fully remote