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Client Relations Insurance Account Executive

2 months ago

Akron, Ohio, United States AUI Full time
Account Executive Role at AUI

This is a salaried position with potential for bonuses.

Overview: The Account Executive will concentrate on existing clients and sales to advise and market all renewal product alternatives. This role will also aid in maintaining client information and providing post-sales assistance to enhance the efficiency of the sales team. A crucial aspect of this position is to support the pursuit and finalization of sales while highlighting the value of services offered.

Key Responsibilities:

  • Collaborate on sales strategies and coordinate quotes and sales opportunities with the Renewal and Sales Teams;
  • Proactively evaluate, clarify, and confirm customer needs while maintaining robust customer relationships;
  • Provide renewal estimates, address objections, and modify proposals as necessary to ensure the optimal solution is presented to the client.

Primary Duties:

  • Maintain precise and timely information within the company CRM system;
  • Monitor and provide updates on all active opportunities;
  • Accurately manage pre-sales tasks and post-sales inquiries;
  • Collaborate with the Partner Sales Team to finalize business deals;
  • Proactively engage with current clients to renew their existing policies and identify opportunities for additional lines and services;
  • Establish and sustain effective working relationships with all support and sales team members;
  • Respond to inquiries from internal and external clients in a professional manner;
  • Communicate with clients clearly and effectively;
  • Build and maintain networking relationships as directed by management.

Performance Metrics:

  • Achieve assigned team quotas for sales, profits, and strategic goals, including individual quotas;
  • Utilize company-required tools and programs effectively;
  • Meet strategic objectives defined by company leadership.

Qualifications:

  • An Ohio license to sell Life, Accident, and Health insurance is mandatory;
  • A minimum of 2 years of experience in Sales or Sales Support;
  • Experience in cultivating and developing client relationships;
  • Proficient in web-based applications including LinkedIn, Word, Excel, PowerPoint, and Outlook;
  • Detail-oriented with the ability to manage multiple tasks simultaneously;
  • Exceptional communication skills (both verbal and written) with the ability to actively listen to management, peers, and clients to understand their points and ask relevant questions;
  • Capable of problem-solving and thinking creatively to meet company expectations;
  • Ability to complete accurate and timely submissions of all necessary paperwork and documentation related to client activities;
  • Strong prioritization skills and excellent time management abilities.

Education:

A four-year college degree from an accredited institution is preferred.

Company Overview: AUI is an independent health insurance brokerage based in Akron, Ohio, specializing in assisting businesses and individuals in finding suitable insurance and benefit plans. They have been serving the community since 1974, focusing on managing plan enrollment and minimizing company risks.