Account Executive / Outside Sales

Job Overview

• Develop new client relationships through networking, outreach, and referrals
• Conduct client interviews to assess insurance needs and recommend tailored solutions
• Present proposals and renewals both virtually and in person (travel 50%+)
• Maintain and grow client relationships by providing high-quality service and support
• Collaborate with underwriters to negotiate coverage, premiums, terms, and conditions
• Ensure timely premium collection and completion of necessary documentation
• Partner with client service and marketing teams to deliver cohesive service
• Conduct risk assessments and offer additional coverages as needed
• Travel regularly to meet with prospects and existing clients
• Engage in ongoing professional development and training opportunities

• Bachelor’s degree or relevant work experience
• 1–3 years of experience in sales or a related field
• Strong sales, negotiation, and relationship-building skills
• Ability to travel frequently; valid driver’s license and clean driving record required
• Ability to pass a background check
• Strong proficiency in Microsoft Outlook, Word, and Excel
• Excellent verbal and written communication skills
• Strong organizational and time management abilities
• Service-oriented mindset with a consultative approach