Insurance Account Executive

Job Description

• Superior Insurance
• Job Title; Insurance Account Executive
• Job Summary
• This position is responsible for the administration, monitoring and maintenance of existing relationships, support new business development efforts, and provide excellent customer service support for clients.
• Requirements
• A strong work ethic and commitment to success.
• This position requires an individual that is flexible, adapts well to change, and possesses excellent communication skills.
• Must be detail-oriented, organized, and have above average problem solving skills.
• Must have the ability to prioritize multiple projects and tasks, meet deadlines and work independently.
• Requires a thorough knowledge of insurance operations to coordinate the daily functioning of the Agency and to resolve employee and customer problems.
• Become completely familiar with the Insurance Agency’s company lineup.
• Customer Service and Customer Retention
• Ensure that Insurance Agency service standards are met.
• Correspond with new prospects to obtain all needed information to complete comparison offers.
• Organize documents for new client applications and process executed documents to ensure they have been entered into the system and retained electronically.
• Counsel clients regarding insurance and financial matters, advising them on products and rates, suggesting a strategy to obtain the best results based on individual desires and resources.
• Resolve client problems, obtaining information, researching records and following up on details to resolve the matter to the client’s satisfaction, whenever possible.
• Organize documents for Insurance and Financial Reviews.
• Business Development
• Develop business by calling on potential clients outside of the Insurance Agency.
• Participate in various professional associations and community activities to enhance the Insurance Agency’s visibility and to further personal development.
• Training / Development
• Attend and actively participate in training sessions as scheduled to exchange product knowledge.
• Provide staff with assistance in performing difficult or complicated duties.
• Production
• Ensure all Agency production goals are met by selling Insurance Agency products and services through personal contact and marketing efforts.
• Open personal, commercial and farm accounts, preparing all permanent records.
• Continue to enhance cross-selling skills and techniques.
• Other duties
• Assume other duties as assigned by the Insurance Agency.

Additional Compensation:

• Possible Commission/Bonus

Benefits:

• 401k
• PTO/Flexible schedule
• Professional development assistance

This Job Is Ideal for Someone Who Is:

• People-oriented -- enjoys interacting with people and working on group projects
• Detail-oriented -- would rather focus on the details of work than the bigger picture
• Achievement-oriented -- enjoys taking on challenges, even if they might fail

Job Type: Full-time

Pay: $40,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Paid time off

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• account management: 1 year (Preferred)
• Sales: 2 years (Preferred)

Work Location: In person

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