Entry-level Account Executive

2 months ago

Waukesha, United States RococoIncWi Full time

The **Account Executive** at RococoIncWi is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

**Benefits/Perks**:

- Competitive Pay
- Professional Development
- Job Stability in a growing industry

**Responsibilities**
- Identify, qualify, and develop opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
- Actively partner, network, and plan for new clients and business opportunities.
- 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.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Support and prepare clients for renewal and retention and maintain strong client relationships.
- Participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
- Review client audits, verify and facilitate corrections as needed and maintain A/R and billing

**Qualifications**
- Have a minimum of two years of account management experience, as well as a Bachelor’s Degree or comparable work experience.
- Possess a valid driver’s license and a source of reliable transportation.
- Demonstrate strong knowledge of products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
- Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.

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