Account Executive

• Conduct detailed surveys to identify customer insurance needs, reviews existing policies, risk plans, property, products, and records. Expected to achieve annual producer sales plan objectives.
• Prepare sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons. Deliver and discusses information with clients or prospects.
• Work with service support staff to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance.
• Maintain extensive contact in person, by phone and mail (electronic/postal), with clients, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service.
• Monitor expiration listings and participate in renewal collaboration with service personnel, follow-up on outstanding or pending business matters.  Attend sales meetings as required.
• Keep informed through vigilant review and appraisal of industry development and competitive markets, participates in carrier and agency training meetings and sessions, and maintains appropriate licensure.
• Perform special projects at producer’s request.

• High School Graduate or GED required.  BA/BS degree preferred.
• Five Years of experience in the insurance industry or a related field is desired.
• Excellent written and Verbal communication skills and enjoy working with people in a high-volume customer service environment.
• Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
• Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedures/policy manuals, and apply within prescribed routines and practices.
• Ability to thoroughly analyze product information, and make timely and practical recommendations to managers, service personnel, and clients.
• Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
• Must demonstrate competence in computer and office equipment operations.  Experience with MS Office products (Word and Excel) and the Internet are highly desirable.
• Must be able to secure and maintain insurance licensure, at company expense.

• Full-time
• Hours are 8:00 am to 4:30 pm
• This position is eligible for hybrid work
• Travel:  Minimal

• Work is typically performed in a standard office setting with no travel required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• May be required to work more hours than normally expected during a regular workweek.
• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Salary : $55,000 - $65,000