Account Executive
Brown & Brown Insurance
•Onsite
About The Position
One80 Intermediaries is seeking an Account Executive to join their growing team. The Account Executive is responsible for promoting and selling assigned Pearl Insurance coverage(s) to potential clients over the phone and through email, mail, and fax. They will also handle servicing clients during their first year of policy coverage with Pearl.
Requirements
- Property and Casualty insurance license required (or the ability to obtain).
- Associate degree in business management, marketing, or related field.
- 2+ years of previous sales and/or customer service experience, preferably within the insurance industry.
- Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
- Regular use of a personal computer including ability to use the following software/systems: Customer Relationship Management (CRM) system, E-storage solutions, Adobe or Foxit PDF, MS Office - Word, PowerPoint, Excel, Outlook, etc.
Responsibilities
- Prioritize sales leads from various sources, such as the Monthly Sales Funnel, Daily Activity Report, and leads from websites, database management, etc.
- Conduct a high volume of customer contact via the phone, email, mail, and fax to promote and sell assigned coverage(s).
- Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals in a defined territory.
- Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the sale.
- Facilitate the application and underwriting process with the potential client and the internal underwriter including - sending application to potential clients, finalizing application with any applicable forms, following up when additional information is needed to complete underwriting process.
- Document sales activities in the Customer Relationship Management (CRM) system.
- Build and maintain customer relationships by responding to various questions, needs, and requests.
Benefits
- Medical/Rx
- Dental
- Vision
- Life Insurance
- Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
