Account Executive - Brotherhood Works / Employee Benefits

Job Title: Account Executive - Brotherhood Works / Employee Benefits

FLSA Status: Exempt

Job Family: Affiliates

Department: Brotherhood Works - Insurance Services

Location: Corporate Office (Fort Wayne, IN)

JOB SUMMARY
Responsible for achieving Brotherhood Works sales targets by identifying and pursuing qualified leads in
alignment with the company’s marketing initiatives and agent engagement activities. Additionally,
responsible for assessing the specific needs of Brotherhood Works’ unique prospect niche and creatively
presenting the company’s value proposition by recommending tailored solutions that address those
needs.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions.

• Achieve annual new sales targets established by the sales manager and Brotherhood Works
  leadership team.
• Plan, develop, and execute sales strategies by prospecting for new clients, qualifying accounts,
  performing needs analysis, creating quotes, and delivering custom proposals. Implement these
  strategies to achieve new client growth goals established by management.
• Nurture existing customer relationships and generate additional revenue opportunities by
  recommending additional Brotherhood Works products and services.
• Develop relationships with the company’s independent agents, and assist them in recommending
  Brotherhood Works products and services.
• Use the department’s customer relationship management (CRM) system to document all sales
  contacts and activities in accord with the department’s lead generation and tracking strategies.
• Continuously monitor the marketplace to identify competitors, leveraging insights to identify
  opportunities for enhancing Brotherhood Works’ product portfolio as the partner of choice for the
  church and ministry market.
• Uphold the company’s image and professional standards in all interactions with customers,
  employees, and members of the public.
• Occasionally exhibit at conventions or trade shows where potential customers are likely to attend.
• Work as a productive member of a cohesive group toward a common goal.
• Assist management at BMIC’s agent schools and attend continuing education classes when
  necessary.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform
each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

• Must demonstrate an aptitude for sales and be willing to cold call ministries.
• Must possess strong prioritization skills and work well under pressure.
• Must be proficient at using Microsoft Office and demonstrate an aptitude to learn the CRM
  system.
• Able to engage and interact with new contacts daily, establishing rapport and developing trust
  quickly.
• Strong investigative ability, identifying opportunities to connect problems with solutions in a
  compelling way.
• Must possess excellent communication skills, expressing ideas and opportunities in a clear,
  orderly and professional manner to increase the understanding and promotion of Brotherhood
  Works solutions.
• Must be able to strictly guard confidential information.
• Effectively interface with external contacts, Brotherhood employees, managers, and department
  staff members.

EDUCATION AND/OR EXPERIENCE
List Degree Requirement, Years' Experience, and Certifications

• Must have a Bachelor’s degree.
• Must have, or be willing to obtain, property/casualty and life/health insurance agent’s licenses in
  all state where sales activities will be conducted.
• Must have one to two years of general business, insurance, or related experience.
• Prior successful sales experience of any type or validation of high sales aptitude by testes
  designed to measure sales aptitude potential.
• CPP, CIC, CPCU or other applicable professional designations is desired.
• Familiarity with church operations, the missions community, or non-profit ministry is required.
• Ability to speak fluent Spanish is beneficial.

Terms and Conditions

This description is intended to describe the general content of and requirements for the
performance of this position. It is not to be construed as an exhaustive statement of duties,
responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective
service requires a thorough understanding of this market, persons in this position must be
familiar with church operations and must conduct themselves in a manner that will neither
alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this
position description in any way the company desires. This job description in no way implies that
these are the only duties, including essential duties, to be performed by the employee occupying
this position. This position description is not an employment contract, implied or otherwise. The
employment relationship remains “at-will”.