Job Description
We’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 metrics
- Develop and maintain relationships with clients, providing personalized service and addressing their insurance needs
- Conduct thorough insurance assessments for clients, analyzing risks and recommending appropriate coverage options
- Collaborate with underwriters to review policy applications, assess risk factors, and ensure compliance with underwriting guidelines
- Prepare and present insurance quotes to clients, explaining coverage options, terms, and premiums
- Work closely with the sales team to identify cross-selling and upselling opportunities within existing client accounts
- Stay informed about industry trends, regulatory changes, and new insurance products
- Maintain accurate client records and documentation in the agency management system
Required Skills & Qualifications:
- Bachelor’s degree in Business, Finance, or related field preferred
- Previous experience in insurance sales, account management, or underwriting preferred
- Strong understanding of insurance products, underwriting principles, and risk assessment
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
- Detail-oriented with strong organizational and multitasking abilities
- Proficiency in insurance software and Microsoft Office Suite
- Commitment to upholding ethical standards and compliance with industry regulations
Perks & Benefits:
- Fully paid medical, dental, and vision benefits.
- Flexible PTO
- 401k company contribution
- Tuition reimbursement
- Professional development allowance
- Transportation allowance and daily parking reimbursement
- Engaging hybrid work environment
We are guided by our values:
Fire in the belly
The drive to learn, to improve, and to deliver outstanding value every day.
See the field
The ability to see the big picture and prepare to meet tomorrow’s needs.
Get it done right
The passion to produce at higher rates and to the highest standards.
For the greater good
A united community creating better health benefit solutions for all.
