Job Description

Job Overview

As an Account Executive, you will be the cornerstone of our client relationships, helping individuals and businesses navigate their insurance needs and secure their futures. This is more than a job; it’s an opportunity to make a significant impact in the lives of our clients while advancing your career in a supportive and dynamic environment.

Key Responsibilities

Client Acquisition and Retention:

• Build Your Network: Develop and expand your client base through networking, referrals, and community engagement.
• Understand Needs: Conduct in-depth consultations to uncover and understand clients' unique insurance needs.
• Deliver Solutions: Provide tailored insurance recommendations that offer clients peace of mind and financial security.

Sales and Marketing:

• Drive Results: Achieve and exceed sales targets through strategic planning and execution.
• Innovate: Develop and implement creative marketing strategies to attract and retain clients.
• Present with Confidence: Clearly and confidently present insurance options to clients, helping them make informed decisions.

Relationship Management:

• Be a Trusted Advisor: Offer ongoing support and guidance to clients, addressing their inquiries and concerns with expertise and empathy.
• Policy Reviews: Regularly review and update insurance policies to ensure they continue to meet clients' evolving needs.

Compliance and Documentation:

• Stay Compliant: Ensure all transactions and interactions comply with industry standards and company policies.
• Maintain Accuracy: Keep detailed and accurate records of client interactions and transactions.
• Efficient Processing: Complete and submit paperwork and applications efficiently and accurately.

Qualifications

Experienced Professional: Proven experience as an insurance agent

Licensed: Property & Casualty state insurance license required.

Knowledgeable: Comprehensive understanding of various personal or commercial lines insurance products and services.

Analytical Thinker: Strong problem-solving skills and analytical abilities.

Communicator: Excellent communication and interpersonal skills.

Team Player: Ability to work independently and collaboratively within a team.

Tech-Savvy: Proficiency in CRM software and Microsoft Office Suite.

Educated: High school diploma or equivalent; bachelor’s degree preferred.

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