Colorado Licensed Account Advisor

Job Summary

Partnering with sales and account associates, the full-time Colorado Licensed Account Advisor will manage client relationships, support account growth and retention, and coordinate proposals while working in-office 1-2 days per week and remotely for the remainder.

Key responsibilities

• Builds and maintains relationships with clients and internal teams to meet client needs
• Manages proposal deadlines and coordinates deliverables with internal support partners
• Conducts meetings with brokers and clients to promote and drive sales opportunities

Required qualifications

• BA/BS degree and a minimum of 4 years of related experience, or equivalent combination of education and experience
• Sales license required where necessary or the ability to obtain within 60 days
• Experience in managing high-profile sales and benefit issues
• Ability to mentor and coach team members as a subject matter expert
• Strong knowledge of relevant products and services