Sales Associate
About ParetoHealth
ParetoHealth is redefining the way employers fund healthcare. As the largest and fastest-growing benefits captive in the United States, we help thousands of small and midsize employers take control of healthcare costs through a smarter, more sustainable model.
Our mission is simple: give small and midsize employers the scale and protection they need to eliminate volatility and lower healthcare costs.
By combining data-driven insights, innovative risk management, and the collective purchasing power of our community, we enable employers to reduce volatility, improve long-term outcomes, and reinvest savings into their businesses and their people.
Headquartered in Philadelphia, ParetoHealth is growing rapidly and transforming one of the country's largest industries. Our success is fueled by talented people who are united by our four core values: Fire in the Belly, For the Greater Good, See the Field, and Get It Done Right. These values shape how we innovate, collaborate, make decisions, and deliver exceptional results for our clients and one another.
If you're energized by solving complex challenges, thrive in a high-growth environment, and want to help reshape the future of healthcare, we'd love to meet you.
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.
Please note that any 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.