Life, Health & Benefits Sales Executive I
About The Position
POSITION SUMMARY The Sales Executive I is responsible for selling new business insurance products and supporting the management of an assigned book of business. This role focuses on developing foundational sales, product, carrier, and compliance knowledge while learning to build client relationships and support growth for the Agency and Bank. The Sales Executive operates with structured guidance and coaching. ESSENTIAL DUTIES AND RESPONSIBILITIES The essential functions include, but are not limited to the following: New Business & Sales Support Sells insurance products to new and existing clients. Greets walk-in, referred, and inbound prospects and assists with identifying appropriate insurance solutions. Sells a variety of insurance products, which may include personal and/or commercial lines depending on assignment. Develops prospecting skills through referrals, networking, and inbound opportunities. Assists in customizing insurance programs to meet individual client needs. Explains insurance coverage options, features, and limitations in a clear and compliant manner. Supports premium development and payment method discussions with clients. Works toward established sales and performance expectations. Account Servicing Management of an assigned book of business, typically smaller or less complex accounts. Ensures policy requirements, endorsements, and changes are processed accurately and timely. Responds to routine client inquiries and escalates complex issues as appropriate. Assists clients with claim-related questions and documentation. Identifies basic cross-sell opportunities. Completes accurate and timely data entry in the agency management system. Answers phone calls and routes inquiries as needed. Renewals Assists and conducts reviews to assess client risk and responds to changes in client exposure. Supports remarketing efforts with other carriers at renewal to ensure policy(s) best fits the needs of the client, when appropriate. Other Attends required meetings, training sessions, and professional development programs. Maintains all required insurance licensing and continuing education. ADDITIONAL RESPONSIBLITIES Perform other related duties and responsibilities as assigned by management.
Requirements
- Bachelor’s degree required or equivalent work experience
- 1+ years of experience in sales, customer service, insurance, banking, or a related field
- Current Property/Casualty Licensee or the ability to obtain within 30 days
- Current Life/Health Licensee or the ability to obtain within 60 days
Nice To Haves
- Prior experience in an insurance agency, financial institution, or customer-facing role preferred
- TAM or EPIC Agency Management System competency preferred
Responsibilities
- Sells insurance products to new and existing clients.
- Greets walk-in, referred, and inbound prospects and assists with identifying appropriate insurance solutions.
- Sells a variety of insurance products, which may include personal and/or commercial lines depending on assignment.
- Develops prospecting skills through referrals, networking, and inbound opportunities.
- Assists in customizing insurance programs to meet individual client needs.
- Explains insurance coverage options, features, and limitations in a clear and compliant manner.
- Supports premium development and payment method discussions with clients.
- Works toward established sales and performance expectations.
- Management of an assigned book of business, typically smaller or less complex accounts.
- Ensures policy requirements, endorsements, and changes are processed accurately and timely.
- Responds to routine client inquiries and escalates complex issues as appropriate.
- Assists clients with claim-related questions and documentation.
- Identifies basic cross-sell opportunities.
- Completes accurate and timely data entry in the agency management system.
- Answers phone calls and routes inquiries as needed.
- Assists and conducts reviews to assess client risk and responds to changes in client exposure.
- Supports remarketing efforts with other carriers at renewal to ensure policy(s) best fits the needs of the client, when appropriate.
- Attends required meetings, training sessions, and professional development programs.
- Maintains all required insurance licensing and continuing education.
- Perform other related duties and responsibilities as assigned by management.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
