Bonds Account Executive

About the role

The Bonds Account Executive will act as the producer in developing and maintaining favorable relationships with new and existing clients in order to increase revenue and ensure that organizational services consistently meet client needs. Also assists producer(s) with sales goals and responsibilities.

Responsibilities

• Conduct detailed surveys to identify customer survey needs.
• Expected to achieve annual producer sales plan objectives.
• Prepare sales proposals and marketing information.
• Work with service support staff to complete carrier submissions and to answer client questions about survey applications and likelihood of acceptance.
• Maintain extensive contact in person, by phone and mail (electronic/postal), with clients, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service.
• Monitor expiration listings and participate in renewal collaboration with service personnel, follow-up on outstanding or pending business matters.
• Attend sales meetings as required.
• Keep informed through vigilant review and appraisal of industry development and competitive markets, participates in carrier and agency training meetings and sessions, and maintains appropriate licensure.
• Perform special projects at producer’s request.

Requirements

• A high school diploma or GED is required; a bachelor’s degree (BA/BS) in banking, accounting, finance, or a related field is preferred.
• 0-3 years of experience in the insurance industry or a related field is desired.
• Excellent written and verbal communication skills and enjoy working with people in a high-volume customer service environment.
• Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
• Ability to read and interpret complex industry documents such as balance sheets, income statements, tax returns, and procedures/policy manuals, and apply within prescribed routines and practices.
• Ability to thoroughly analyze product information, and make timely and practical recommendations to managers, service personnel, and clients.
• Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
• Must demonstrate competence in computer and office equipment operations. Experience with MS Office products (Word and Excel) and the Internet are highly desirable.
• Must be able to secure and maintain insurance licensure, at company expense.

Qualifications

• Must have a valid driver's license and reliable transportation.
• Must be able to work occasional overtime and weekends.
• Must be able to lift up to 25 pounds.

Skills

• Strong communication skills.
• Organizational skills.
• Customer service orientation.
• Problem-solving abilities.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Flexible spending account (FSA).
• Employer-paid life insurance.
• Short-term and long-term disability insurance.
• 401(k) with employer match.
• Paid time off.
• Continuing education opportunities.

Pay

Competitive salary with a comprehensive benefits package.

Schedule

Full-time hours from 8:00 am to 4:30 pm.

The Fine Print

Work is typically performed in a standard office setting with no travel required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.