Insurance Account Executive

About the role

We're dedicated to fostering a workplace where passion and customer focus drive success. Our Insurance Account Executive role involves securing new clients, providing ongoing customer service, and conducting annual market analyses.

Responsibilities

• Works within the Simmons Referral Network and beyond to generate new leads.
• Promotes and secures new business through various methods including referrals, direct mail, cold calling, and influencing key decision-makers.
• Secures and maintains Agent of Record (AOR) letters for all new takeover business and enrolls/startups.
• Services daily, weekly, and monthly needs of group accounts and individual members.
• Maintains and utilizes necessary technology platforms to manage account services.
• Prepares and presents annual renewals with competitive market analysis.
• Generates and submits monthly reports detailing prospecting, new business, and renewal activities.
• Produces financial reports outlining revenue and expense controls.
• Manages and monitors expenses against budgeted amounts annually with management oversight.
• Ensures all departmental tasks comply with relevant laws, regulations, policies, and procedures.
• Completes required compliance training as part of job responsibilities.

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 and knowledge.
• Strong verbal and written communication abilities.

Skills

• Ability to read and comprehend simple instructions, correspondence, and memos.
• Ability to read and interpret financial reports and legal documents.
• Ability to write simple business correspondence, routine reports, and procedures.
• Ability to respond effectively to customer complaints, regulatory inquiries, and interactions with members of the business community.

Education and 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

• Professional conduct and appearance.
• Confidentiality of client information.
• Excellent PC skills, including proficiency with MS Office programs such as Excel and Word.
• Strong verbal and written communication skills.