Insurance Account Executive

About the role

We're passionate about helping our clients achieve their goals through innovative solutions. Our Insurance Account Executive plays a crucial role in securing new business and providing exceptional service.

Responsibilities

• Works within the Simmons Referral Network and beyond to secure new leads for business.
• Promotes and secures new business through referrals, direct mail, cold calling, and centers of influence.
• Obtains Agent of Record (AOR) letters for all takeover business and enrolls or maintains new/starting businesses.
• Provides daily, weekly, and monthly service to each group account and its members.
• Builds and maintains necessary technology platforms to service accounts.
• Sets and manages annual renewals, presenting competitive market analyses and offering financial reports.
• Generates and submits monthly reports detailing prospecting, new business, and renewal activity.
• Prepares financial reports outlining revenue and expense controls.
• Manages and controls expenses within the agreed-upon budget annually with management.
• Ensures all departmental documents and activities comply with applicable laws, regulations, policies, and procedures.
• Completes required compliance training.
• Performs other duties and responsibilities as assigned.

Qualifications

• High School Diploma required, 4-year college degree in business or related field preferred.
• 3-5 years of insurance sales experience, with a strong background in Employee Benefits sales.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple-to-business correspondence, routine reports, and procedures.
• Excellent PC knowledge, proficiency with MS Office programs such as Excel and Word.
• Excellent oral and written communication skills.

Skills

• Ability to read and interpret documents like procedure manuals, general business correspondence, and journals or government regulations.
• Ability to respond in writing to customer complaints, regulatory agencies, or members of the business community.

Education and/or Experience

• HS Diploma required.
• 4-year college degree in business or related field preferred.
• 3-5 years of insurance sales experience, with a strong background in Employee Benefits sales.

Other Qualifications

• Maintain professional conduct and appearance.
• Keep highly sensitive data confidential.
• Display excellent oral and written communication skills.