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Account Executive

4 months ago

Portland, United States United Insurance Full time

Estimated salary (if shown) is AI generated through Indeed. Pay is based on experience and will be discussed during the interview process.

We are growing Come join our team and grow with us.

POSITION SUMMARY

The Account Executive's primary responsibility is to solicit new business and retain established accounts. The Account Executive works closely with the Account Manager in servicing accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

  • Prospect for business based on your local networks and community connections.
  • Business and relationship development with referral sources to provide a steady flow of qualified referrals.
  • Generate and pursue new client opportunities.
  • Follow-up with clients after initial meetings and conversations.
  • Develop clients and work to extend client relationship to other products and services offered by United Insurance.
  • Maximize growth and retention through superior customer service.
  • Work with Account Managers to prepare proposal and present to clients.
  • Work with Account Managers to complete pre-underwriting, information gathering, and coverage analysis as needed.
  • Maintain a professional connection among clients, the agency, and carriers.
  • Provide professional risk management advise to clients and prospects.
  • Participate in continuing education programs in both insurance and sales.
  • Travel as needed.
  • Performing other duties as assigned.
PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Requirements

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
  • Minimum of 3 years' sales experience preferred.
  • Active Property & Casualty agent's license, preferred.
  • Demonstrated proficiency of basic computer applications, such as Microsoft Office products.
  • Disciplined initiative-taker and analytical person.
  • Independent thinking with an ambitious goal-oriented mindset.
  • Effective communication and presentation skills.
  • Ability to deliver results to clients.
  • Willingness to continually upgrade knowledge and understanding of the insurance industry.
  • Desire to succeed.