FMSI Account Executive

About the role

The Account Executive will provide risk management services to clients, generate new business opportunities, foster and maintain client relationships, and manage a book of business with minimal support from an Account Manager or Risk Advisor.

Responsibilities

• Generate new business opportunities with an annual sales goal of $10,000 or more
• Foster and maintain client relationships by managing a book of business with little to no Account Manager or Risk Advisor support
• Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
• Network in community or specialty area
• Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently
• Complete onboarding/integration plans for new business to ensure exceptional client experience
• Review renewals 90-120 days prior to renewal. Request necessary updates from the client and request changes with carrier and/or remarket account
• Proactively communicate with accounts to address concerns, gather feedback, and identify opportunities for account growth
• Manage and analyze information from clients and proactively present additional solutions to minimize exposures
• Round out existing accounts by proactively selling additional coverages or policies
• Manage account satisfaction levels and take proactive measures to ensure high levels of account retention
• Accurately manage all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
• Embrace the tools provided including following established workflows & processes
• Support agency autonomy items including marketing, etc. as appropriate for your agency location
• Travel or visit clients and to attend carrier and company training when necessary
• Maintain confidentiality of client and company information

Requirements

Proven experience in an Account Executive role, customer relationship management and/or sales. Desire to obtain license as required within 30 days of hire, if not currently licensed. Experience in the insurance industry is preferred. Exposure to agency management software tools, such as Epic. Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions in a paper-free environment. Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels. Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously. Knowledge of the insurance industry terminology and documentation. Self-starter, motivated to grow, make connections in the community and develop a book of business.