Account Executive (Sales)

Job Overview

Position Summary
The Account Executive is responsible for developing new business and providing top-quality service to existing clients, including the analyzing of clients’ insurance programs and the tailoring of insurance policies that fit the clients’ needs.

Learning and developing the following Key Responsibilities for a period of 1-3 years
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
• Interview prospective clients to obtain data about their financial resources and needs, detailed information on the property to be insured, and to discuss any existing coverage
• Build and maintain relationships with clients to include providing high quality service/prompt responses
• Develop relationships with underwriters to negotiate premiums, terms and conditions on behalf of client
• Ensure timely premium collection from clients
• Round out accounts by selling additional coverages that the clients need
• Other duties as assigned

Skills/Qualifications
• BA or BS or applicable job experience
• 1-3 years experience in sales or related field
• Must hold a current resident P&C license within 30 days of being hired. A pre-licensing course is provided.
• Valid driver’s license and clean driving record.
• Must be able to pass criminal background check.
• Maintain continuing education credits as needed
• Must have strong Outlook, Word, and Excel Skills
• Ability to work in a fast-paced environment while adapting to changing deadlines and priorities
• Excellent verbal and written communication skills required
• Excellent service orientation skills