Account Executive

TrueNorth Companies•Morris, MN

24d

About The Position

The primary responsibility of the Account Executive is to nurture existing client relationships, drive new business opportunities, and meet sales goals. The Account Executive will oversee a portfolio of assigned Property and Casualty accounts while actively identifying potential clients, conducting market research, and networking.

Requirements

Proven experience in an Account Executive role, customer relationship management and/or sales
Desire to obtain license as required within 30 days of hire, if not currently licensed
Exposure to agency management software tools, such as Epic
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions in a paper-free environment
Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
Knowledge of the insurance industry terminology and documentation
Ability to collect, analyze, and interpret insurance-related data
Self-starter, motivated to grow, make connections in the community and develop a book of business
Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms
Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

Nice To Haves

Experience in the insurance industry is preferred

Responsibilities

Provides risk management services to clients, with growth expectations different than those of a Risk Advisor
Generates new business opportunities with an annual sales goal of $10,000 or more
Fosters and maintains client relationships by managing a book of business with little to no Account Manager or Risk Advisor support
Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policies
Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
Network in community or specialty area
Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently
Complete onboarding/integration plans for new business to ensure exceptional client experience
Review renewals 90-120 days prior to renewal. Request necessary updates from the client and request changes with carrier and/or remarket account
Proactively communicate with accounts to address concerns, gather feedback, and identify opportunities for account growth
Manage and analyze information from clients and proactively present additional solutions to minimize exposures
Round out existing accounts by proactively selling additional coverages or policies
Manage account satisfaction levels and take proactive measures to ensure high levels of account retention
Accurately manage all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met
Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
Embrace the tools provided including following established workflows & processes
Support agency autonomy items including marketing, etc. as appropriate for your agency location
Travel or visit clients and to attend carrier and company training when necessary
Maintain confidentiality of client and company information
Perform other duties, as assigned, appropriate to the position