What are the responsibilities and job description for the Account Executive position at PBA Blue Guardian Insurance Agency, LLC?
Company Description
PBA Blue Guardian Insurance Agency, LLC is passionate about providing top-tier insurance solutions to meet the diverse needs of our clients. With a focus on comprehensive and customized insurance plans, we are committed to helping individuals and businesses achieve financial security. Our client-centered approach ensures tailored coverage and exceptional service. Located in Woodbridge, NJ, we take pride in delivering excellence and fostering trust with our clients and team members every step of the way.
Role Description
This is a full-time on-site role for an Account Executive, based in Woodbridge, NJ. The Account Executive will be responsible for building and maintaining relationships with clients, identifying their insurance needs, and providing customized solutions. Day-to-day tasks include client prospecting, managing accounts, negotiating policies, and ensuring client satisfaction. The role also involves collaborating with internal teams and staying informed on industry trends to support strategic decision-making.
Qualifications
Ezlynx experience strongly preferred
- Strong interpersonal, communication, and negotiation skills
- Experience in account management, customer relationship management, and sales
- Knowledge of insurance products and policies, or the ability to learn quickly
- Ability to analyze client needs and create tailored solutions
- Proficiency in CRM tools, Microsoft Office Suite, and other business software
- Detail-oriented mindset with excellent organizational skills
- State insurance license or ability to obtain one shortly after hiring