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Oswald

Independent insurance brokerage and risk management

Sales Associate - Group Benefits

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeColumbus, OH, USAHybrid

About the Job

Requirements

  • Successful selling experience in a business-to-business product or service is preferred.
  • Strong analytical and problem-solving skills.
  • Effective networking and relationship-building skills.
  • Excellent listening, verbal, and written communication skills.
  • A proactive, goal-driven, and confident attitude.
  • A service-oriented, collaborative approach.
  • An outgoing, professional demeanor.
  • A highly organized, detail-oriented, and results-based approach.
  • Insightful, creative, and innovative abilities.

Responsibilities

  • Generate sales opportunities with new clients in a defined market.
  • Coordinate personal sales efforts with department team members and other internal staff.
  • Collaborate with the team to cross-sell products and services.
  • Develop and implement a personal sales plan with direct accountability for annual production goals.
  • Establish a sales development plan to originate business with new clients.
  • Build and maintain a book of business and incrementally grow the book according to plan each year.
  • Capitalize on opportunities to cross-sell multiple lines of coverage to existing clients.
  • Collaborate with department peers and service staff managing the company's various practices to maximize the sale of services provided.
  • Maintain a high level of sales activity through self-driven initiatives to achieve production goals.
  • Market products and services to the appropriate contacts.
  • Develop and execute a proactive strategy to source leads, identify and target decision-makers, and make cold calls to obtain opportunities for appointments and service presentations.
  • Perform a detailed analysis of prospective clients' needs by reviewing their existing insurance and risk management programs.
  • Make recommendations for appropriate and competitive coverages.
  • Customize insurance programs to suit customer needs covering a variety of risks.
  • Explain the features, advantages, and disadvantages of various policies to promote the sale of services.

About the Company

Oswald

Independent insurance brokerage and risk management

Oswald is an independent, employee-owned insurance brokerage and risk management firm that offers property and casualty insurance, employee benefits and health management, and life insurance. Its services help clients identify, reduce, and manage risk through tailored risk management solutions. Revenue comes from brokerage fees and commissions on insurance products. Oswald serves a diverse client base including public and privately held businesses, large nonprofits, family offices, high-net-worth individuals, private equity firms, and real estate developers. The firm traces its history to 1893 and operates under a model of independent brands (now under Unison Risk Advisors) while maintaining autonomous operations.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Cleveland, OH
Founded
1893

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