Sales Associate

Sales AssociatePhiladelphia, Pennsylvania, United StatesWe're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.As a Sales Associate specializing in new business management and underwriting strategy, you will play a vital role in maintaining and expanding our client base. The ideal candidate will have a strong understanding of insurance products, excellent communication and organizational skills, and a proactive approach to client relationships. This position offers the opportunity to work closely with clients to assess their insurance needs, provide expert guidance on Pareto's value proposition, and collaborate with underwriters to secure appropriate coverage.Key Responsibilities:Meet or exceed sales targets and performance metricsDevelop and maintain relationships with clients, providing personalized service and addressing their insurance needsConduct thorough insurance assessments for clients, analyzing risks and recommending appropriate coverage optionsCollaborate with underwriters to review policy applications, assess risk factors, and ensure compliance with underwriting guidelinesPrepare and present insurance quotes to clients, explaining coverage options, terms, and premiumsWork closely with the sales team to identify cross-selling and upselling opportunities within existing client accountsStay informed about industry trends, regulatory changes, and new insurance productsMaintain accurate client records and documentation in the agency management systemRequired Skills & Qualifications:Bachelor's degree in Business, Finance, or related field preferredPrevious experience in insurance sales, account management, or underwriting preferredStrong understanding of insurance products, underwriting principles, and risk assessmentExcellent communication and interpersonal skills, with the ability to build rapport with clients and colleaguesDetail-oriented with strong organizational and multitasking abilitiesProficiency in insurance software and Microsoft Office SuiteCommitment to upholding ethical standards and compliance with industry regulationsPerks & Benefits:Fully paid medical, dental, and vision benefits.Flexible PTO401k company contributionTuition reimbursementProfessional development allowanceTransportation allowance and daily parking reimbursementEngaging hybrid work environmentWe are guided by our values:Fire in the bellyThe drive to learn, to improve, and to deliver outstanding value every day.See the fieldThe ability to see the big picture and prepare to meet tomorrow's needs.Get it done rightThe passion to produce at higher rates and to the highest standards.For the greater goodA united community creating better health benefit solutions for all.Important NoticesAny communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information.We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.