SanaSA

Broker Account Executive (Wisonsin)

Sana Benefits offers innovative, integrated health benefit solutions tailored for small and medium-sized businesses, enhancing healthcare access while minimizing costs.

Sana

Employee count: 201-500

United States only
Sana’s vision is to make healthcare easy.
All of us can agree healthcare is simply too hard in the US. And our members feel that pain day in and day out. We aim to create an experience that simply feels easy when you need to access our healthcare system. If you need something, you know where to go to get it with care that is a click (or as few clicks as possible!) away.
What’s beautiful about a vision oriented toward “easy” is how it imparts a singular feeling. We instinctively know as humans when something is easy versus hard, even if we can’t explain why. We fight as a company to make an easy pathway available to all our members at every stage of their healthcare journey. If you feel passionate about delivering better healthcare to small businesses through a seamless care experience and affordable benefits, join us!
As a Wisconsin Region Broker Account Executive, you will be responsible for building strong relationships with brokerages in their territory. You’ll spend time connecting with brokers, ensuring Sana is front and center in your market. Whether it’s cold calling, emailing, hopping on Zoom, grabbing coffee, or attending industry events, you’ll use a variety of tactics to build trust and show brokers what makes Sana different. You will be responsible for sales growth, through building relationships with Industry professionals - brokers, financial planners, insurance agents, consultants, enrollment firms, and general agencies. The key to success is balancing meaningful, high-quality conversations with keeping a steady flow of new proposals in motion. If you love creating lasting partnerships and driving growth, let’s talk!

What you will do:

  • Build, maintain, and enhance strong brokerage/agency relationships through superior product and service knowledge, territory management practices, and excellent service.
  • Identify and procure new sales opportunities within a brokerage’s block of business through strategic collaboration with individual producers.
  • Develop solution-selling skills by understanding small group health benefits challenges and issues facing employers and provide solutions to these challenges.
  • Manage and organize a high volume quote/sales activity territory; achieve quarterly & annual sales goals through consultation, negotiations, and positioning of Sana’s solution within product/underwriting guidelines.
  • Display a long-term mindset in closing new business that also maximizes future retention of customers
  • Take initiative to complete ongoing training to properly execute against the sales playbook
  • Generate regular reports on your activities, pipeline status, customer feedback, and market conditions to inform your sales strategies
  • Build strong cross-functional relationships with underwriting, implementation, customer success, product marketing, and operations.
  • Stay informed about market trends, regulatory changes, and competitor activities
  • Provide regular feedback to Product and Product Marketing
  • Up to 30% travel per year to support brokerage/agency relationships

About You:

  • A minimum of 3 years of previous sales experience in a quota-carrying, commission-based capacity. Group health insurance, brokerage, and/or account-based sales environment are a plus.
  • Current life, accident and health insurance license or ability to secure a valid license within 30 days after start.
  • Consultative Selling Skills and the ability to ethically influence external partners; demonstrated ability to collaborate across internal teams including collaborative selling.
  • Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Salesforce, Slack, and G-Suite.
  • Operates with structure and process paired with a willingness to experiment and desire to excel in a fast-paced, high-volume, dynamic environment
  • Team player with the ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation; ability to operate in a remote environment and effectively build relationships virtually.
  • You are mission-driven. You care about making our healthcare system work better for people and business owners
  • You are hungry for more knowledge. You ask questions from a place of genuine curiosity and humility. You assume the best intentions without shying away from solutions-oriented debate. You meet your teammates with compassionate candor to solve problems together for our customers.
  • You remain flexible, and resilient, and foster a culture of continuous learning even in the face of hardship. You take care of yourself so you can be there to support your teammates.
  • You bring a bias for action paired with intelligent risk-taking. You keep the ball moving forward at each step; take action and make a decision even with imperfect data. You make bold bets to positively impact the healthcare industry while recognizing the potential friction that comes with innovation.
  • You embrace responsibility. You follow through on your commitments and foster trust with your colleagues. You own your mistakes and are accountable to others, knowing everyone shares in our success through equity in Sana.

About the job

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Job type

Full Time

Experience level

Mid-level

Location requirements

Hiring timezones

United States +/- 0 hours

About Sana

Learn more about Sana and their company culture.

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Sana Benefits is an innovative health benefits provider that caters specifically to small and medium-sized businesses, striving to simplify healthcare access while reducing costs. Founded in 2017, the company stands out by offering a comprehensive suite of services, which integrates health insurance plans, primary care, and personalized care navigation all under one roof, thereby enhancing the overall user experience for employers and their employees.

The unique aspect of Sana's approach is the inclusion of Sana Care, a dedicated team of medical and benefits experts available to members, which provides personalized medical guidance and seamless access to care services. This helps to eliminate confusion regarding healthcare processes and ensures that members can receive timely and appropriate care without the typically burdensome administrative hurdles. With a commitment to modernized health benefits, Sana enables employers to save significantly on healthcare costs while maintaining high-quality coverage for their employees. By leading the charge in health benefits innovation, Sana has earned the trust of over 1,000 businesses, showcasing its effectiveness in meeting the needs of the modern workforce while maintaining satisfaction and engagement within the employee base.

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Sana hiring Broker Account Executive (Wisonsin) • Remote (Work from Home) | Himalayas