Account Executive

4 days ago

Poughkeepsie, United States Marshall & Sterling Full time

Description:

Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based compensation.

Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales Executive. Proactively contact clients to set up appointments as needed for service timeline and coordinate
stages of the timeline with Sales Executive and client.
Be proficient with all value-added tools and resources.
Manage the renewal process as established by the agency.
Utilize Image Right to save appropriate documentation and maintain/update tasks.
Work closely with clients to maintain and build relationships.
Conduct Open Enrollment and Client meetings. Review all applications, policies, endorsements, and audits for accuracy with Client Service Specialist and Sales Executive (if applicable).
Prepare account summaries as required.
Deliver policies and related documents to insured as needed.
Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
If applicable, keep Sales Executives and management fully informed of all-important activities on their perspective accounts.
Round out accounts through quotation of lines not currently written through our agency.
Refer clients and prospects to other divisions of Marshall & Sterling.
Maintain professional accreditation necessary to meet agency standards.
Participate in continuing education programs when available.
Build and maintain a favorable and professional work relationship with other staff members.
Communicate with Supervisor/Manager any issues to ensure excellent customer service.
Adhere to established employee manual policies and guidelines.
Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
Promptly report all E&O claims and potential E&O claims.
Maintain confidentiality in all aspects of client, staff, and agency information.
Perform other duties and projects as assigned.

Requirements:

College degree preferred, high school diploma or equivalent required.

Pursuing or already have an insurance related designation.

Experience and knowledge of Microsoft Office programs.
Knowledge of group benefits and products is essential.
Appropriate state insurance licenses and continuing education required.
Desire for commission-based compensation.
Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the
company in a professional manner.
Demonstrated ability to communicate effectively.
High level of organizational ability with attention to detail.
Valid driver's license and acceptable driving record.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

The salary range for this position is $60,000 to $100,000, negotiable and based on commission.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

Compensation details: 00 Yearly Salary

PIbfa1d4e6ac57-0712

by Jobble

  • Account Specialist

    1 week ago

    Poughkeepsie, New York, United States Marshall & Sterling Full time

    **Job Title:** Account SpecialistWe are seeking a highly skilled and motivated Account Specialist to join our team at Marshall & Sterling. As an Account Specialist, you will play a critical role in managing designated accounts and/or Sales Executive's book of business.**Responsibilities:Manage service timelines for designated accounts and/or Sales...

  • Client Relationship Executive

    5 days ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Client Relationship Executive

    3 days ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Account Manager

    1 month ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce...

  • Account Manager

    1 week ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce...

  • Account Manager- Large Lines

    1 month ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E...

  • Account Manager

    7 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    **Job Overview:**We are seeking a highly motivated and organized Account Manager to join our team at Marshall & Sterling Inc. As a key player in client success, you will be responsible for managing designated accounts and providing exceptional support to Sales Executives.**Key Responsibilities:**Manage service timelines for designated accounts, ensuring...

  • Sales Executive

    1 month ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process....

  • Sales Executive

    1 month ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process....

  • Sales Executive

    1 week ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process....

  • Sales Executive

    1 week ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process....

  • Sales Development Manager

    2 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    Company OverviewMarshall & Sterling Inc is a leading insurance agency that requires an experienced Sales Executive to drive commercial lines sales and account retention.

  • Sales Representative

    7 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    OverviewAt Marshall & Sterling Inc, we are seeking a skilled Sales Executive to join our team. As a Sales Executive, you will play a critical role in driving sales growth and building strong relationships with our clients.Job DescriptionThis is an exciting opportunity for a highly motivated and results-driven individual to pursue and close sales of new and...

  • Sales Associate

    1 month ago

    Poughkeepsie, New York, United States Anderson Merchandisers, L.L.C. Full time

    Role OverviewAnderson Merchandisers, L.L.C. is seeking a skilled Sales Associate to join our team. As a Sales Associate, you will be responsible for executing Anderson Merchandisers standards to drive sales and meet retailer and client expectations.Key ResponsibilitiesBuild rapport through daily communication with store associates and management.Educate...

  • Client Relationship Specialist

    1 week ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    OverviewThe ideal candidate for this Client Relationship Specialist position at Marshall & Sterling Inc will have a strong background in customer service and account management. This role is perfect for someone who is passionate about building relationships with clients and ensuring their needs are met.SalaryThe estimated salary for this position ranges from...

  • Full Time Speech language Pathologist 24/25

    3 months ago

    Poughkeepsie, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Soliant Health is seeking a dedicated Speech Language Pathologist who is interested in working in a school setting in the Poughkeepsie, NY area. In this role, the SLP will be providing services for school age students ranging from grades K-12. Please see job details below. Job...

  • Full Time Speech language Pathologist 24/25

    3 months ago

    Poughkeepsie, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Soliant Health is seeking a dedicated Speech Language Pathologist who is interested in working in a school setting in the Poughkeepsie, NY area. In this role, the SLP will be providing services for school age students ranging from grades K-12. Please see job details below. Job...

  • Client Service Professional

    7 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    Marshall & Sterling Inc Job DescriptionAbout the Role:We are seeking a highly skilled and dedicated Client Service Professional to join our team at Marshall & Sterling Inc. As a key member of our team, you will be responsible for delivering exceptional client service and support, ensuring that our clients receive the highest level of service possible.Job...

  • CLIENT SERVICE SPECIALIST

    1 month ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide service and support to our clients.• Provide excellent service to our clients by promptly responding to their inquiries...

  • CLIENT SERVICE SPECIALIST

    1 week ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide...