Enterprise Sales Executive

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PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths.

The Enterprise Sales Executive is responsible for identifying, developing, and closing new business opportunities in the large group (51+ or higher), focusing on fully insured and self-funded employer groups. Through strong relationships with key producer partners, and a focus on key national brokerage firms, the Enterprise Sales Executive will cultivate and maintain a strong pipeline, including delivery of finalist presentations to key stakeholders.

Essential Responsibilities :

• Proactively build and manage sales opportunities and pipeline development through producer relationships, and lead generation efforts. Educate producers on PacificSource products, services, and our value proposition through intentional educational and varying communication styles. Document producer management activities and relationship development within Client Relationship Management (CRM) system.
• Cultivate and maintain strategic relationships with key national and regional brokerage firms, serving as a trusted resource and partner in our core service areas.
• Consult with employers who contact PacificSource directly.
• Lead and coordinate all aspects of the incoming Request for Proposal (RFP) activity, working cross-functionally with internal teams to develop competitive, accurate, and timely responses. Deliver completed proposals and suggest additional options that elevate preference of value in PacificSource core competencies.
• Educate producers and employer groups of administrative processes and procedures, onboarding experience and transition to PacificSource as a new customer.
• Work to ensure a smooth transition of new group sales to the Account Service team. Support the Account Service team as needed in client benefit meetings including presentation of the group's medical and optional benefits, administrative procedures, provider networks, and access to PacificSource for assistance.
• Partner with Underwriting, Product, Operations, Account Service, Sales and Service Coordinators, and various teams to ensure alignment from sale through onboarding.
• Demonstrate a thorough understanding of market dynamics, underwriting model and competitor offerings. Be able to respond confidently to objectives and tailor messaging to highlight our strategic advantages.
• Stay informed about industry trends, compliance changes, and healthcare innovations to guide consultative selling and internal feedback for continuous improvement or market shifts.
• Collaborate and partner with Account Service and Sales Coordinators in management of incoming activities, new clients and support retention efforts led by the Account Service team of assigned books of business with shared producer partners.

Supporting Responsibilities :

SUCCESS PROFILE

Work Experience : Minimum of 3 years of health insurance or employee benefits sales required. Minimum of 2 years of sales and / or account management experience required. Large group and / or self-funded experience preferred.

Education, Certificates, Licenses : High school diploma or equivalent required. Bachelor's degree preferred. Valid and current insurance agent or producer license required.

Knowledge : Ability to gain a thorough understanding of PacificSource products, internal procedures, and the competitive environment. Understanding of health insurance solutions and terminology. A working knowledge of underwriting and risk factors. Ability to timely and accurate respond to client needs and requests. Ability to represent PacificSource in the marketplace through expertise, reliability and professionalism.

Competencies

Environment : Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 40-50% of the time.

Skills : Our Values

We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business :

Physical Requirements : Stoop and bend. Sit and / or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.

Disclaimer : This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.