• Commitment- We strive to provide value to our customers, our employees and our company
• Accountability- We hold ourselves to the highest standards of accountability in all our actions
• Respect- We are always mindful to respect our customers, ourselves and each other
• Excellence- We focus on going the extra mile to exceed expectations

Job Requirements

• Minimum of two (2) years’ experience in sales, preferably P&C Insurance Sales
• Extensive sales skills and customer service focus
• Ability to generate new business sales, retain existing business and cross sell other lines of business
• Relevant understanding of insurance documents and policy forms
• Pertinent knowledge of rating procedures, coverages and industry operations to effectively manage, maintain and write assigned client and prospect lists
• Pertinent knowledge of insurance markets and special programs
• Appropriate Insurance License
• Extensive computer skills and knowledge of Microsoft Office, including Word, Excel, PowerPoint & Outlook
• Knowledge of agency management systems (Applied EPIC or AMS 360). AMS 360 preferred.
• Independence and ability to function well on a team
• Incredible attention to detail and organizational skills
• Positive attitude in a fast paced environment
• A need to make customers and coworkers feel important and valued
• Capability to work quickly and efficiently
• Methodical, yet swift decision making skills especially in regard to prioritization
• Participates in projects on an as-needed basis
• Precise communication skills, even under time constraints
• Associates or Bachelor’s Degree preferred but not required

The Role:

An Account Executive is a licensed individual that is tasked with selling new business, renewing accounts, building client relationships, identifies and solicits sales’ prospects and referral sources – is considered outside sales and may have a commissioned only compensation plan.

• Prospects, solicits, quotes and consults for new Personal and/or Commercial accounts
• Counsels and markets to existing clients
• Prequalifies insurance prospects for insurability and quality of risk
• Reviews expirations, endorsement, claim, audit and cancellations with Account Manager
• Completes all required applications and documentation; obtains signed application
• Seeking a Producer who is active and is invested in their community
• Support all local Branch initiatives, as guided by our company’s WE CARE values, sales culture and business needs