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Drive new business sales by building consultative relationships with brokers, agents and distributors across the Washington DC/Maryland region. Manage pipeline, forecasting and reporting (Salesforce), collaborate with internal teams, conduct presentations and seminars, influence RFPs, and meet annual new business, growth and reenrollment targets.

Manage and process client billing activities including entering and reconciling premium deposits and payments, auditing incoming checks, issuing refunds, preparing monthly vendor/carrier invoices, handling customer billing inquiries, and tracking past-due payments.

The role involves selling self-funded health products, developing and maintaining accounts, and pursuing sales leads within a designated territory.

This role engages with Managing General Agents and National Brokerage partnerships to drive significant sales and revenue growth, develop strategic plans, and maintain key relationships, requiring extensive experience in Group Medical and Employee Benefits.