Full-Time

Broker Account Executive

Confirmed live in the last 24 hours

Sana

Sana

201-500 employees

Health benefits for small businesses

Healthcare

Compensation Overview

$115k - $215kAnnually

Mid, Senior

Remote in USA

Category
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Salesforce
Requirements
  • A minimum of 3 years of previous sales experience in a quota-carrying, commission-based capacity. Group health insurance, brokerage, and/or account-based sales environment are a plus.
  • Current life, accident and health insurance license or ability to secure a valid license within 30 days after start.
  • Consultative Selling Skills and the ability to ethically influence external partners; demonstrated ability to collaborate across internal teams including collaborative selling.
  • Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Salesforce, Slack, and G-Suite.
  • Operates with structure and process paired with a willingness to experiment and desire to excel in a fast-paced, high-volume, dynamic environment.
  • Team player with the ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation; ability to operate in a remote environment and effectively build relationships virtually.
Responsibilities
  • Build, maintain, and enhance strong brokerage/agency relationships through superior product and service knowledge, territory management practices, and excellent service.
  • Identify and procure new sales opportunities within a brokerage’s block of business through strategic collaboration with individual producers.
  • Develop solution-selling skills by understanding small group health benefits challenges and issues facing employers and provide solutions to these challenges.
  • Manage and organize a high volume quote/sales activity territory; achieve quarterly & annual sales goals through consultation, negotiations, and positioning of Sana’s solution within product/underwriting guidelines.
  • Display a long-term mindset in closing new business that also maximizes future retention of customers.
  • Take initiative to complete ongoing training to properly execute against the sales playbook.
  • Generate regular reports on your activities, pipeline status, customer feedback, and market conditions to inform your sales strategies.
  • Build strong cross-functional relationships with underwriting, implementation, customer success, product marketing, and operations.
  • Stay informed about market trends, regulatory changes, and competitor activities.
  • Provide regular feedback to Product and Product Marketing.
  • Approximately 10% travel per year to support brokerage/agency relationships.

Sana Benefits provides health insurance solutions specifically designed for small businesses. Their offerings include comprehensive health plans that cover medical, dental, and vision needs, along with additional services like virtual care, maternity support, and lab imaging. These plans aim to be affordable and accessible, helping small businesses offer quality health benefits to attract and retain employees. Unlike traditional health insurance providers, Sana simplifies the management of these benefits, allowing businesses to easily handle tasks like open enrollment and employee changes in real time. The company focuses on customer satisfaction, boasting a high renewal rate among its clients, which supports its goal of providing effective health benefits while ensuring financial stability.

Company Stage

Series B

Total Funding

$103.9M

Headquarters

Austin, Texas

Founded

2017

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-3%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion into Alabama and Wisconsin opens new markets and revenue opportunities.
  • Partnership with Miga enhances cardiovascular care, attracting more small business clients.
  • $60 million Series B funding supports technology investment and market expansion.

What critics are saying

  • Recent layoffs may impact service quality and customer satisfaction.
  • Expansion into new markets could lead to operational challenges and competition.
  • Transition to a combined health plan model may face integration challenges.

What makes Sana unique

  • Sana offers $0 healthcare options, virtual care, and comprehensive health plans.
  • The company simplifies benefits management for small businesses, enhancing user experience.
  • Sana's high customer retention rate indicates strong customer satisfaction and loyalty.

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Benefits

Competitive salary & equity

100% remote

Monthly WFH stipend

Flexible PTO

Medical, life, dental, & vision

Paid parental leave

Charity matching