New

Sales and Implementation Representative II

Employee Benefits Corporation
United States, Wisconsin, Madison
Jul 02, 2025
Position Summary: Employee Benefits Corporation is hiring for a Sales and Implementation Representative II. The Sales and Implementation Representative II is responsible for collaborating with Regional Sales Directors (RSDs) for pipeline development, sales support activities and is the first line of support during the implementation cycle for our clients. The Sales and Implementation Representative II is the primary resource for all parties involved in the implementation process and takes ownership from the contract phase through completion of account set-up and a transition period following implementation. This position is also responsible for ensuring a smooth transition of the account to Client Services. The Sales and Implementation Representative II responds to inquiries from clients and brokers related to plan design and set-up of products and services and takes ownership of communication activities throughout the set-up and implementation process. This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Must be available for one day of onsite training and onboarding in person at our Middleton, WI office. Responsibilities Include: Collaborate with RSDs in business pipeline development, including identifying new brokers in a territory, researching, and tracking leads, soliciting brokers for sales opportunities, and conducting competitive analysis Maintain and proactively manage business pipeline activity, documenting each prospect, customer interaction and action item in a proactive and compliant manner in in adherence to business standards Collaborate with RSDs to advise on plan design to meet customer needs Prepare and deliver presentation materials for finalist meetings Coordinate the set-up of EDI files and carrier files Conduct system demonstrations for prospects, agencies, and new clients Complete product proposals and create opportunities and quotes in CRM system Qualifications: Bachelor's degree in Business or related field; may be substituted by four years directly related experience Four years' experience with client implementation or client relationship management Demonstrated effective verbal and written communication skills, utilizing proper grammar, syntax, and excellent business acumen Demonstrated ability to develop, maintain and foster relationships at all levels of the organization Demonstrated ability to guide customers through troubleshooting and navigating various company systems and mobile applications Strong attention to detail and critical thinking skills to help manage difficult situations Strong organizational and time management skills with proven ability to multi-task in a high paced environment Self-motivated and able to resolve issues independently Proven presentation and facilitation skills Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs Demonstrated experience creating and facilitating meetings using online platforms Intermediate proficiency with Microsoft Word, Excel, PowerPoint, and Outlook Proficiency and experience with presentation technologies Availability and willingness to travel (nationally up to 5%, regionally and locally up to 10%) Valid Wisconsin driver's license and reliable transportation Preferred Qualifications: Knowledge of COBRA and tax advantaged benefit programs Previous experience in Benefits Administration, working with insurance brokers and/or carriers, or in the health insurance industry We offer: A friendly, collaborative team environment A competitive compensation and benefits package that includes employee-ownership Opportunities for personal and professional growth Flexible scheduling to encourage and support a healthy work-life balance More About Us: Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services. ? Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request. If you need an accommodation as part of the employment process, please contact Human Resources via email at HumanResources@ebcflex.com or via phone at (608) 831-8445.