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Sales Executive

3 months ago


Scottsdale, United States Marsh McLennan Agency Full time

Lovitt & Touché is part of the Marsh McLennan Agency serving Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world’s leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded with in 1911. Position Overview Sales Executives are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Sales Executives are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused.

Principal Duties and Responsibilities Involved in the community and business situations in order to become connected with prospective clients through association

Work with prospective clients to identify ways in which Lovitt & Touché can partner with prospects on their insurance needs

Partner with internal Account Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect

Responsible for retaining existing accounts while meeting new account productions standards each year

Responsible for account receivables

Responsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to begin

Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client

Establish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings

Conduct all business in accordance with established policies and procedures

Attend onsite and offsite client meetings as necessary

Other duties as assigned

Knowledge, Skills and Abilities Required: High School Diploma or GED

3+ years of insurance experience or the ability to learn and validate salary within 3 years

Licensed in Arizona Property/Casualty

Ability to network and create sales leads

Ability to influence and close prospecting opportunities

Proven track record of being self motivated and a self starter

Ability to analyze and interpret quotes and plan designs

Ability to effectively communicate, both written and verbally, with internal and external parties

Excellent time management, organizational and multi-tasking skills with high attention to detail

Ability to build and maintain effective relationships with carriers, peers and clients

Ability to work independently and in cross-functional teams

Working knowledge of Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred: Dual License in Arizona Life, Health and Disability

Bachelors degree in related discipline

Experience using EPIC

Continuing education such as CIC, CRM, ARM, CISR, or CPCU

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