What are the responsibilities and job description for the Account Executive position at The El-Amir Agency- Goosehead Insurance?
About Goosehead
Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members.
Position Summary:
The primary responsibility of the Account Executive is to build a book of business in the Greater Tampa Bay area by prospecting and establishing referral partner relationships with professionals in the real estate and mortgage industries, and by working with clients to understand their insurance needs, analyze options across a large carrier portfolio, and provide custom solutions to mitigate household risk. This role combines new-business development, consultative sales, client servicing, and relationship management.
Principal Duties and Responsibilities
The primary responsibility of an Account Executive is to build a book of business through:
- Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
- Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
- Build a book of business through:
Prospecting and establishing referral partner relationships with real estate agents, mortgage brokers, loan officers, and other related professionals.
Generating and following up on leads from referrals, networking, digital channels, and agency-provided sources.
- Consultative client engagements:
Meet with clients to assess household risk exposures and insurance needs.
Analyze coverage options from a diverse carrier portfolio and design tailored insurance solutions (personal lines and applicable commercial lines).
- Prepare, present, and close proposals; bind policies and manage onboarding.
- Account management and retention:
Serve as the primary point of contact for assigned clients for policy changes, renewals, endorsements, and claims support.
- Maintain client relationships to maximize retention and cross-sell opportunities.
- Maintain accurate records and activity in the agency management/CRM system.
- Meet or exceed monthly/quarterly production targets per agency commission plan.
- Obtain and maintain required state insurance licenses and carrier appointments.
- Ensure compliance with regulatory, carrier, Goosehead corporate, and agency policies.
- Team and community engagement:
- Participate in training, team meetings, and joint activities with referral partners and local community events.
Required Skills and Abilities
- Exceptional written and verbal communication
- Experience in a fast-paced work environment
- B2B or B2C sales experience or related college major
- Competitive attitude
- Networking abilities
- Entrepreneurial spirit
- Problem-solving mentality
- Self-motivated, hands on, self-starter mindset that can do the work
- Strong time management
- Strong attention to detail and organization
Qualifications:
1–3 years of sales experience; insurance experience preferred.
Experience working with or selling to real estate and mortgage professionals strongly preferred
Current insurance producer license or willingness to obtain promptly.
College degree preferred
Compensation:
Base salary- $40,000. The first year’s earnings potential ranges from $55,000 - $80,000, varying based on performance. Our compensation package offers uncapped new business commissions and renewal commissions year-over-year.
Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.
Salary : $40,000