Employee Benefits Account Executive

Avery Hall Benefit Solutions, LLCEaston, MD

About The Position

The Account Executive position is sales-oriented, requires advanced communication skills, and a thorough knowledge of insurance products available through the agency. The Account Executive is responsible for pursuing and closing sales of new and existing employee benefit accounts and retaining an assigned book of business. The Account Executive performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency. This position REQUIRES prospecting.

Requirements

  • Ability to communicate orally and in writing, to explain insurance issues, to receive and interpret complex information, and respond appropriately.
  • Ability to understand written and oral communication and interpret abstract information.
  • Excellent interpersonal and customer service skills.
  • Capable of following all Privacy rules when dealing with client employee information
  • Confident, self-starter who works well independently.
  • Excellent organizational skills, attention to detail, and time management skills with a proven ability to meet deadlines and multitask.
  • Proficient with Microsoft Office Suite or related software.
  • Bachelor’s degree or equivalent education and experience.
  • Sales experience and acumen, to include researching, prospecting, qualifying, and finding the best solutions to client needs.
  • A minimum of two (2) years of proven sales success is required.

Nice To Haves

  • An active Life & Health insurance license is preferred.

Responsibilities

  • Responsible for the identification and prospecting of potential new policyholders.
  • Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers with a support team of skilled professionals to assist.
  • Implement a growth strategy involving both new business and net book growth.
  • Meet aggressive new business revenue goals by developing one or two niches within the market.
  • Manage assigned book of business and client needs.
  • Improve client value proposition by utilizing Client Services and building Proactive Timelines for high-ranking clients.
  • Continuously develop and apply product knowledge, market changes, and underwriting skills to provide recommendations and suggestions regarding a client’s insurance program.
  • Engage with clients (in person, via telephone, or email) to discuss service needs, billing, and coverage questions.
  • Provide in-person support and printed materials for employee communications.
  • Ability to learn and document conversations and emails in our corporate database in a timely manner.
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