BIA Account Executive - Personal Lines Sales

Key Responsibilities

• Contact prospects and clients using in person, telephone and email techniques to provide professional consultative advice about recommended coverages
• Prepare proposals as necessary, complete applications and calculate and quote premium rates for recommended protection, explain policy features & benefits, present options, upgrades and provide an overall analysis of protecting the customer’s property & casualty exposures
• Collect premium deposits and record payments
• Aid in the solicitation and account management of employer based worksite marketing opportunities & related association sales activities
• Counsel & advise customers including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries
• Provide customer service & support within the agency on an “as needed” basis
• Achieve established sales production goals
• Ensure new business is consistent with the agency’s standards for acceptable business as this impacts agency loss ratios and profitability
• Perform annual customer account reviews on assigned clients to round out and upsell accounts and improve retention efforts
• Update the agency management system fully to document client interactions to ensure service team can understand what’s going on and to protect agency from E&O issues
• Properly follow established workflow and documentation standards
• Become proficient with technology tools and applications to achieve the highest levels of efficiency and accuracy
• Prepare regular reports detailing sales and other activities as requested
• Maintain proper insurance licensing
• Perform other related duties as assigned

Requirements

Insurance experience is not required.

Successful candidates have come to us from a variety of other careers including mortgage lenders, real estate agents, banking and other financial institutions as well as the military.

Qualifications

High school diploma or equivalent required.

Strong community ties, professional networks, and personal relationships are important.

Skills

Excellent communication and interpersonal skills

Ability to work independently and as part of a team

Proficiency with Microsoft Office Suite

Benefits

Excellent benefits package including health insurance, retirement plans, paid time off, and more

Pay

The current reasonable and good faith estimate of the starting salary range for this position is approximately $45,000 - $50,000 based on a variety of factors including, but not limited to, relevant skills and experience.

Schedule

The work schedule is 37.5 hours per week.