Insurance Account Executive

About the role

We're passionate about helping our clients achieve their goals through innovative solutions in group benefit services.

Responsibilities

• Works within the Simmons Referral Network and beyond to secure new leads for business.
• Promotes and secures new business in an effective, consistent manner via referrals, direct mail, cold calls, and centers of influence.
• Obtains AOR (Agent of Record) letters for all takeover business and/or enrolls/maintains all new/ startup businesses.
• Provides daily, weekly, monthly service to each group account and to their individual members.
• Builds and maintains any/all technology platforms needed to service accounts.
• Sets up and manages annual renewals, along with competitive market analysis, on all lines of coverage.
• Provides timely reports of cost, claims utilization, Rx spending, etc. to help groups or accounts identify areas of focus and improvement.
• Provides monthly reports to management of all prospecting, new business and renewal activity.
• Provides financial reports that outline revenue and expense controls.
• Manages and controls expenses, within the budget agreed upon, annually with management.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Qualifications

• HS Diploma required, 4-year college degree in business or related field preferred.
• 3-5 years of insurance sales experience, Employee Benefits sales experience strongly preferred.
• Computer Skills: Proficiency with MS Office programs such as Excel and Word.
• Skills: Ability to read and comprehend simple instructions, short correspondence, and memos; 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, Employee Benefits sales experience strongly preferred.

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.