What are the responsibilities and job description for the ACCOUNT EXECUTIVE position at Stockman Bank of Montana?
Account Executive General Responsibilities:
Incumbent is an Account Executive working under direct supervision of the Production Administrative Coordinator.
This position requires effective communication skills and a solid understanding of the insurance industry. Must be capable of pursuing and closing sales in Property & Casualty needs.
- Develop profitable relationships with existing and new customers.
- Promote and adhere to up-sell, cross-sell, and round-out requirements toward all existing and prospective customers.
- Develop renewal and new business strategy with appropriate staff.
- Adhere to the calendar year sales and marketing plan mutually agreed to and monitored by Stockman Insurance.
- Build and maintain positive relationships within Stockman Bank and Stockman Wealth Management for cross selling opportunities.
- Attend all sales meetings, sales strategy sessions and company functions as required.
- Participation in community events and organizations that generate new business for the agency and Stockman Bank
- Maintain all applicable licenses and continuing education.
Employees Supervised:
None
Education, Experience and Certification Requirements
Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Minimum Qualifications:
1. Montana State insurance license
2. Strong insurance background
3. Proven Business development experience / track record
4. Ability to work independently and as a team member.
5. Willingness to work in community projects.
6. Experienced in using Windows based applications.
7. Must have a current and valid driver’s license and be able to drive long distances at times.
8. Ability to travel - approximately 25% travel required.
Specific Skill Requirements:
1. Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.
2. Applied Learning Ability- understanding new information and complex ideas quickly and without confusion.
3. Strong Communication and Organizational Skills (written and verbal)
4. Creative Problem-Solving Ability – looking for solutions to achieve desired results.
5. Strong Interpersonal Skills with the ability to interact effectively with all levels of management.
6. Professionalism – maintaining a professional attitude, image, and work ethic.
For full description, which includes physical mental demands please see attachment.