Account Executive

• Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
• Spend approximately 50-60% of the time outside with the customers and new business opportunities.
• Provide customer relations with all levels of client decision-makers as well as the day-to-day technical client representatives.
• Follow up to address customer needs and resolve their problems/issues.
• Ensure the proper resources within the organization are involved with the customer and introduce new products through the other core business groups where appropriate.
• Develop and oversee customer service plans for each client and understand the needs of the customer.
• Document sales, prospecting information into the sales management database.
• Encourage and motivate team members to achieve or exceed agency standards.
• Prepare customer renewal and new business strategy including proposals and presentations and ensure they agree with customer's requests/requirements.
• Present proposal to customers ensuring appropriate team members and resources are represented/attend.
• Promote teamwork and commitment to department/agency goals.
• Follow Agency guidelines, policies and procedures.
• Remain current on industry trends and information, new product development, legislation, coverages and technology.
• Remain up to date with current market conditions and status of competition.

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