Employee Benefits Captive Sales Executive, ICS – Dallas, TX

Dallas
Innovative Captive Strategies

Are you interested in a flexible work environment, the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your wellbeing, an environment that encourages volunteering, and a company with a culture where celebrating yours and our clients’ success is just part of what we do? Well, you’ve come to the right place. We have an opening as an Employee Benefit Captive Sales Executive, and you may just be the perfect person. Check out the requirements and apply!

We are looking to add an Employee Benefit Captive Sales Executive to join our Innovative Captive Strategies team in Dallas, TX. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

This role will be responsible for achieving sales goals to grow revenues profitably through adding to a book of business with new clients and maintaining a consultative role with current clients.

Duties:

  • Actively generate new sales leads through qualified sales calls and meetings through our agency partner distribution which results in achieving or exceeding sales goals.
  • Provide captive education and consulting for existing captive clients and agency partners in addition to prospective captive clients and agency partners.
  • Maintain relationship with clients and their business needs, addressing changes as needed and delivering documents as appropriate.
  • Attends all sales-related activities, promoting game-changing, positive attitude in support of all agency changes and/or growth.
  • Attend, plan and participate in captive quarterly calls and member meetings.
  • Support Captive Lead on program to execute initiative and direction of captive in addition to fueling growth with quality captive members.
  • Responsible for overall team accountability as respects to commitments made to customers. Encourages and coaches to build healthy, high functioning teams through influencing others.
  • Promotes Innovative Captive Strategies and the insurance industry in the community.
  • Additional duties that may be requested.

Knowledge, Skills, and Abilities:

  • Possess sales skills and utilize a sales process that will meet or exceed goals.
  • Strong communications and interpersonal relations.
  • Ability to communicate in writing and verbally with great precision and effectiveness.
  • Viewed as trustworthy and operates on a solid ethical foundation of personal values that are transparent – lives and demonstrates HMA Aspirations.
  • Knowledge and ability for ongoing learning of a variety of industry coverages or policies.
  • Capable of exercising discretion, in confidential matters, and using independent judgement.
  • Ability to communicate well with persons at all levels of authority in writing or verbally.
  • Ability and comfortable with public speaking engagements.
  • Ability to work with detail, follow directions and maintain a high level of accuracy.
  • Ability to learn and utilize advance technology, such as Salesforce, associated with job functions.
  • Ability to learn the proprietary sales and service platform.
  • Ability to read, understand and analyze coverages, forms and policies.
  • Ability to provide own transportation and ability to travel up to 50%.
  • Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

Qualifications:

  • Education: College degree preferred. 
  • Hold Life and Health Insurance Agent’s License, or the ability to obtain within 90 days of hire.
  • Experience: 2+ years of sales experience, preferably in employee benefits.

Benefits:  In addition to core benefits like health, dental and vision, also enjoy benefits such as:

  • Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
  • Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
  • 401k Profit Sharing — Each year, Innovative Captive Strategies makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, we will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
  • Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
  • Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
  • DE&I programs — Innovative Captive Strategies is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
  • Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
  • Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

Holmes Murphy & Associates is an Equal Opportunity Employer.

CAPTI002494