Account Executive

Benefits:

• Dental insurance
• Paid time off
• Training & development
• Vision insurance
• 401(k) matching
• Bonus based on performance
• Competitive salary

Responsible for developing new business opportunities, in commercial and employee benefits departments. Account Executive is expected to meet sales and service standards within set timelines.

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with prospects and clients through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members and agency partners as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Learn and improve technical and sale skills.
• Accept new business leads and other duties as assigned by management.

Qualifications

• Hold Wisconsin agent's license or the ability to obtain within three (3) months of hire.
• Minimum of one year of sales experience, as well as a Bachelor’s Degree or postsecondary education.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented and customer-focused in developing new client relationships and servicing existing clients.
• Possess outstanding organizational, superior written and verbal communication skills with an ability to work independently.
• Have excellent time management skills, thrive in a team environment, and have technology and computer proficiency including Agency Management Systems.
• Maintain a high level of confidentiality.