Account Executive – Life & Health

Role Overview

• Sells insurance products to prospective member/clients by making and receiving telephone calls
• Prospects and produces new life, health, disability, dental and other product lines offered to Affinity Group Associations
• Responsible for meeting individual sales and quality of business targets
• Reviews and analyzes sales reports and other data to monitor progress towards stated goals and provides input to management to help identify opportunities to improve sales
• Utilizes marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals
• Calculates and presents quotes, writes insurance applications, follows up regarding pending or incomplete transactions as needed
• Documents sales activities in the Customer Relationship Management (CRM) system
• Responds to member/client inquiries and resolves problems professionally, accurately and on a timely basis
• Refers questions to an appropriate resource if unable to resolve problem
• Maintains insurance product knowledge and selling techniques

Requirements

• 1+ year of sales experience, preferably in the insurance industry
• Insurance sales and/or telemarketing experience preferred
• Basic PC skills required, including spreadsheet and word processing software

Benefits

• Uncapped commission plan