RMG Account Executive

Protective•Mansfield, MA

19h•Hybrid

About The Position

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Requirements

Strong computer skills including proficiency with Microsoft Office, CRM Software, and internal software systems.
High School diploma or equivalent.
Problem resolution experience.
Strong sales aptitude.
5+ or more years’ experience in an automotive sales related environment.

Nice To Haves

Attention to detail and quality of service clients.
Well-developed organizational skills and the ability to successfully manage multiple issues and demands.
Excellent communication skills, both verbal and written.
Excellent in building relationships and partnerships.
A strong sense of urgency and a desire to succeed.
Driven by Integrity.

Responsibilities

Responsible for developing assigned dealer accounts by promoting Portfolio products, while maintaining the company’s philosophies and principles.
Work with our entire Portfolio staff to ensure the success of assigned accounts with professionalism and enthusiasm and being the go-to person for all concerns, issues, and direction for everything pertaining to assigned accounts.
To be the Portfolio product knowledge and technology expert in ALL environments.
Work with management and Client Relations team to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
Takes immediate action to the needs of clients.
Responsible to work with others to work through/resolve issues with current clients.
General Management of current assigned agencies.
Proper delegation of work through CRMs and RAM’s.
Accountable for meeting Portfolio’s annual production forecast.
Retro/Reinsurance and custom dealer presentations.
Retro/Reinsurance reviews for ALL assigned agency business.
Managing assigned agencies Dealer’s remittance trends.
Managing assigned agencies attrition for current dealers.
Accountable for keeping expenses within the established guidelines.
Live by the Portfolio Standards.
Responsible for working with the Accounting department on all accounting issues related to assigned agencies.
Responsible for working with the Claims department on claim issues related to assigned agencies.
Strives to enforce and live the Portfolio Philosophy each and every day.
Takes ownership of changes and is personally responsible for managing change in an upbeat positive manner.
Other Job Duties as assigned.