Property & Casualty Sales Account Executive

Bridge Specialty Group•Merrimack, NH

About The Position

Brown & Brown is seeking a Property & Casualty Sales Account Executive to join its growing team. The role may be based in the Dedham, Boston, Merrimack, or Holbrook office and reports to the Profit Center Leader or Sales Leader. The position primarily focuses on renewing an established book of business and maintaining exceptional client relationships. The Account Executive works with the Commercial Lines Team on renewals, proposals, and RFPs, develops and sells renewal proposals, reviews client coverage needs, and helps grow existing accounts through additional coverage sales. The role also involves maintaining industry expertise, supporting carrier relationships and marketing efforts, meeting agency account standards, and completing established professional development goals. Routine or periodic travel is required and may involve driving a personal or rental vehicle. An acceptable Motor Vehicle Record at hire and periodically afterward, along with maintaining minimum acceptable insurance coverage, is required.

Requirements

  • Insurance Producer license in good standing, with authorities in the states needed to service the assigned book of business.
  • Bachelor’s degree or experience commensurate with a bachelor’s degree.
  • Proficiency with the MS Office Suite.
  • Exceptional telephone demeanor.
  • Ability to maintain a high level of confidentiality.
  • At least 2 years of experience functioning in an insurance agency or carrier, including sales experience.
  • Strong technical knowledge of the industry of expertise being targeted.
  • Willingness to travel routinely or periodically, potentially driving a personal or rental vehicle.
  • Acceptable Motor Vehicle Record results at hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages.

Responsibilities

  • Maintain and further develop expertise in the declared sector or market area through networking and professional development activities.
  • Work with the Commercial Lines Team on renewals, proposals, and RFPs, documenting a clear course of action.
  • Develop, present, and sell renewal business proposals to appropriate prospects.
  • Gather necessary information and develop, deliver, and sell renewal proposals.
  • Comply with account quality and size standards established by the agency.
  • Conduct periodic service calls on accounts and provide or coordinate customer service requests.
  • Conduct client coverage reviews and determine insurance needs using sound principles, updated legal requirements, and carrier rulings by state.
  • Sell additional coverage to existing clients.
  • Manage the ICR process in conjunction with the service team.
  • Attend and actively participate in regular sales meetings.
  • Help develop and maintain strong company relationships through positive contact with company representatives.
  • Assist the marketing department in securing and negotiating quotations and placing coverage with appropriate insurance carriers.
  • Achieve educational and professional development goals established by agency management.

Benefits

  • Medical and prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Employee Stock Purchase Plan (ESPP)
  • 401(k)
  • Student loan assistance
  • Tuition reimbursement
  • Free mental health and enhanced advocacy services
  • Paid time off
  • Holidays
  • Preferred partner discounts
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