Account Executive

Role Overview

• The Client Executive is responsible for developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining an assigned book of business.
• Effective communication, listening, collaboration and strategic selling skills are critical to success.
• Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings to meet quarterly and annual revenue goals.
• Work closely with account manager(s) to identify markets for solicitation of new business; Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other thought leadership opportunities.
• Manage sales pipeline and sales activities via Microsoft CRM.
• Attend association events and meetings based on targeted verticals.
• Establish vendor relationships and develop referral sources.
• Manage overall relationship with clients to ensure high client satisfaction and annual retention goals.
• Communicate multi-year strategy to clients.
• Conduct client meetings regarding pre-renewal strategy, renewal, and post renewal follow-up.

Requirements

• Experience in broker agency or P&C firm, required
• 7+ years’ of sales and/or P&C experience, preferred; 5+ required
• Experience selling to C-Suite, strongly preferred
• Current appropriate insurance license, required
• Bachelor’s Degree, preferred
• Must have a practical knowledge of quoting process and tools
• Must be proficient in Microsoft Excel and familiar with database applications

Benefits

• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• reimbursement of job-related expenses per company policy
• employee perks and discounts