Account Executive

• Identify, qualify, and develop commercial insurance and employee benefits opportunities with new and existing clients.
• Foster and maintain meaningful relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
• Anticipate, respond to, and follow-up on client needs.
• Utilize Applied Epic Agency Management System (AMS) to access and update account information.
• Implement and execute account marketing plans.
• Support and prepare clients for renewal.
• Work with support staff to create insurance proposals and service plans.
• Negotiate directly with insurance carriers.
• Review policies at least annually to ensure coverage needs are met.
• Identify cross-selling opportunities.
• Interact with agency personnel, clients, prospects, and agency partners.
• Network with community and business members.
• Learn and improve technical and sales skills.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Accept new business leads and other duties as assigned by management.
• Maintain continuing education and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

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