Account Executive (Sales)

Description

Position Summary:

The Account Executive is responsible for developing new business and providing top-quality service to existing clients, including the analyzing of clients’ insurance programs and the tailoring of insurance policies that fit the clients’ needs. This role involves traveling to meet with prospects, clients, and involves conducting sales presentations.

In this position, you will not be restricted by a specific territory, allowing you the flexibility to work with businesses nationwide on their insurance needs. Your focus will be on understanding each client’s unique challenges and providing tailored solutions to meet their insurance requirements.

Key Responsibilities:

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Pursue prospective clients by developing relationships through phone solicitation, appointment scheduling, utilizing mailings, online resources, hold in-person meetings, and present proposals and renewals to groups.
• Interview prospective clients to obtain data about their financial resources and needs, detailed information on the property to be insured, and to discuss any existing coverage.
• Build and maintain relationships with clients to provide consultative solutions, high-quality service and prompt responses.
• Develop relationships with underwriters to negotiate premiums, terms and conditions on behalf of client.
• Ensure timely premium collection from clients.
• Ensure that policy requirements are fulfilled, including the completion of appropriate documentation.
• Work closely with the client service and marketing teams to align efforts and achieve common goals to meet the needs of the customer.
• Work closely with clients to mitigate risk.
• Round out accounts by selling additional coverages that the clients need.
• Travel to meet with perspective and existing clients to ensure long term satisfaction.
• Advances job knowledge learns new skills and product knowledge by participating in educational opportunities; attends meetings, seminars, reads professional publications; maintain personal networks; and participates in professional organizations.
• Other duties as assigned.

Attendance and Reliability

• Regular and reliable attendance, punctuality, and consistent availability during established work hours are essential to this position. Employees are expected to report to work as scheduled, be prepared to begin work at their scheduled start time, and maintain dependable attendance to support clients, coworkers, and business operations. Reasonable accommodations will be considered in accordance with applicable law.

Requirements

Skills/Qualifications:

• BA or BS or applicable job experience.
• 1-3 years experience in sales or related field.
• Must hold a current resident P&C license within 30 days of being hired. A pre-licensing course is provided. Employees have a maximum of two attempts to pass the exam.
• Strong sales and negotiation skills
• Ability to travel frequently to meet with clients.
• Valid driver’s license and clean driving record.
• Must be able to pass criminal background check.
• Must pursue professional designations and complete any carrier classes that are applicable.
• Maintain continuing education credits as needed.
• Must have strong Outlook, Word, and Excel Skills.
• Ability to work in a fast-paced environment while adapting to changing deadlines and priorities.
• Excellent verbal and written communication skills required.
• Excellent service orientation skills.

Licensing:
Employee will ideally obtain a resident insurance license within 90 days of starting. To support this, Kunkel provides a comprehensive pre-licensing course, study materials, the necessary exam, and a full training program to help you succeed.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

to up to 25 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or otherwise move objects. This position involves sitting most of the time, but may involve walking or standing for brief periods of time.