Account Executive/Sales

Job Summary

Seeking a motivated and results-driven Account Executive to join a team. The primary objective of this role is to drive the growth of an assigned book of business by acquiring new clients, retaining existing accounts, and expanding coverage for current clients. The focus will be on serving businesses in industries such as retail hardware stores, building material dealers, equipment and party rental, lumber yards, and wood product manufacturers. This position offers an exciting opportunity to contribute to a dynamic organization while delivering exceptional service to clients.

Compensation Package

Offering a competitive compensation package, including a base salary and performance-based incentives. Additionally, providing an excellent benefits program to support your professional and personal well-being.

Responsibilities

• Identify, prospect, and engage potential clients for commercial insurance products through networking, referrals, and outbound marketing efforts.
• Evaluate the specific insurance needs of businesses, including general liability, property, workers' compensation, commercial auto, and other coverage options.
• Present and explain insurance policies and coverage options to clients in a clear and concise manner, ensuring they understand their choices and benefits.
• Design and recommend customized insurance solutions based on clients' needs, industry risks, and legal requirements.
• Build and maintain long-term relationships with clients, providing ongoing support, policy reviews, and adjustments to coverage as needed.
• Ensure all client interactions, sales, and policies comply with state and federal insurance regulations.
• Maintain accurate and up-to-date records in the company's Agency Management System.
• Stay informed about industry trends, competitor offerings, and regulatory changes to provide competitive and compliant solutions.
• Collaborate with underwriters, account managers, and other internal departments to ensure seamless service to clients.
• Attend sales meetings and co-op markets as required.
• Participate in projects and meetings assigned by senior management.

Qualifications/Requirements

• Sales experience preferred; training on insurance products and licensing requirements will be provided.
• Proven ability to build and maintain relationships with business owners and decision-makers.
• Excellent communication, negotiation, and presentation skills.
• Self-motivated with strong organizational and time-management abilities.
• Proficiency in using Agency Management System software and Microsoft Office Suite.
• Willingness to travel as required.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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