Sales Associate

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.

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

Pareto Perks:

Pareto offers a competitive compensation package commensurate with skills and experience. In addition, Pareto offers a robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution.

What We Live By:

1. Get it Done and Get it Done Right – We crank out work at higher rates and at a higher quality than our peers in the industry. Our ability to do a lot with a little is a driving force behind Pareto Health, one that's made our brand synonymous with class, quality, and extreme competence.

2. Fire in the Belly - We only make time for champions; we only consider those with an inner desire to excel and push things forward. Our team, our partners, our members–everyone in the Pareto Health universe–works hard, learns constantly, improves furiously, and does so with a fire in the belly.

3. See the Field - As you're stuck thinking about tomorrow, we're already on to thinking about next year. Pareto Health embodies a culture of anticipation, perception, and acting with intent. In one-on-ones, in meetings, at a company level, and at an industry level, we're always two steps ahead.

4. For the Greater Good - Our vision extends past the here and now. We're rowing in the same direction toward the common goal of transforming an industry. It's our accountability, teamwork, and responsibility that ensure as we're changing industry tides, we're helping them rise. Now watch as we lift all boats in the process.

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.