Insurance Account Executive

CFM Insurance•Palatine, IL

1d•Hybrid

About The Position

The Account Executive is a licensed insurance agent responsible to sell insurance policies to meet the needs of clients in Personal Lines, Commercial Lines and Employee Benefits. The Account Executive is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales. The Account Executive focuses on developing relationships and marketing to prospective clients. They manage client relationships, evaluate client insurance needs in personal lines, commercial lines, and employee benefits. The Account Executive works with various insurance carriers to assess risk and provide insurance products to protect these risks. They will work with Account Managers to fully explain each point of the insurance policy to the client, work as a liaison between the carrier and client and complete necessary paperwork for applications. The Account Executive will sell, solicit, differentiate, and negotiate insurance plans that match the needs of the client. The goal of this position is to build up strong positive relationships, to ensure growth attainment and increase the agency’s reputation and profitability.

Requirements

High integrity
Self-motivated
Adaptable
Energetic
Able to develop relationships
Prior sales experience
Prior insurance industry experience
In depth knowledge of Personal and Commercial Lines Property and Casualty Insurance
A Valid insurance license in Life and Health Insurance

Nice To Haves

College degree in business or finance

Responsibilities

Sell insurance policies to meet the needs of clients in Personal Lines, Commercial Lines and Employee Benefits.
Maintain and maximize profitable relationships with clients.
Grow the book of business through new client sales.
Develop relationships and market to prospective clients.
Manage client relationships.
Evaluate client insurance needs in personal lines, commercial lines, and employee benefits.
Work with various insurance carriers to assess risk and provide insurance products to protect these risks.
Work with Account Managers to fully explain each point of the insurance policy to the client.
Act as a liaison between the carrier and client.
Complete necessary paperwork for applications.
Sell, solicit, differentiate, and negotiate insurance plans that match the needs of the client.
Build strong positive relationships.
Ensure growth attainment.
Increase the agency’s reputation and profitability.