Insurance Account Executive

About the role

We're passionate about our mission and we're looking for someone who shares our commitment to excellence.

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 AOR (Agent of Record) letters for all takeover business and enrolls/maintains new/starting businesses.
• Serves daily, weekly, and monthly needs of group accounts and individual members.
• Manages and maintains technology platforms necessary to service accounts.
• Secures and presents annual renewals, providing competitive market analysis.
• Generates monthly reports detailing prospecting, new business, and renewal activity.
• Provides financial reports outlining revenue and expense controls.
• Manages and controls expenses annually within agreed-upon budgets.
• Maintains compliance with relevant laws, regulations, policies, and procedures.
• Completes required compliance training.
• Performs other duties 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 preference for Employee Benefits sales experience.
• Proficiency with MS Office programs such as Excel and Word.
• Excellent PC skills.
• Strong oral and written communication skills.

Skills

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read and interpret financial reports and legal documents.
• Ability to write simple-to-business correspondence, routine reports, and procedures.
• 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 preference for Employee Benefits sales experience.

Other Qualifications

• Must display professional conduct and appearance.
• Maintain client privacy and keep highly sensitive data confidential.
• Must have excellent PC knowledge - proficiency with MS Office programs such as Excel and Word.
• Must have excellent oral and written communication skills.