Account Executive - Medicare

HUMMEL GROUP INC•Orrville, OH

4d•Onsite

About The Position

The Benefits Account Executive works closely with prospective clients during all phases of the sales process. Responsible for nurturing and growing existing client relationships and managing escalated service issues. To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Leads the sales process by overseeing and executing the quoting process, as well as assisting in the rollout of new plans to clients. Evaluates exposures to clients and prospects, reviews insurance company quotations, prepares and presents proposals. Facilitates termination of prior plan when new business is written, or coverage is moved. Provides a level of service that promotes a high level of account retention. Handles escalated service requests. Oversees the renewal/remarketing process and finalizing renewal paperwork. Looks for upsell opportunities with existing business. Documents client interactions and provides follow-up to operational team. Supports and adheres to agency goals and objectives to place and retain business with our key companies. Supports and adheres to procedures to minimize the agency’s error and omission exposure. Other job duties as assigned.

Requirements

Ability to recognize and recommend problems or solutions to data entry procedures.
Working knowledge of computer software packages, including Microsoft Word, Excel, and Outlook programs.
Ability to use general office equipment, including a computer, calculator, typewriter, fax machine, copier, and telephone.
Ability to learn and perform new duties and responsibilities.
Must have extensive knowledge of benefit products and previous experience in benefit insurance accounts.
Requires possession and maintenance of a Life and Health license
Must have a current driver’s license and an insurable driving record.
High school diploma or equivalent.

Responsibilities

Leads the sales process by overseeing and executing the quoting process, as well as assisting in the rollout of new plans to clients.
Evaluates exposures to clients and prospects, reviews insurance company quotations, prepares and presents proposals.
Facilitates termination of prior plan when new business is written, or coverage is moved.
Provides a level of service that promotes a high level of account retention. Handles escalated service requests.
Oversees the renewal/remarketing process and finalizing renewal paperwork.
Looks for upsell opportunities with existing business.
Documents client interactions and provides follow-up to operational team.
Supports and adheres to agency goals and objectives to place and retain business with our key companies.
Supports and adheres to procedures to minimize the agency’s error and omission exposure.
Other job duties as assigned.