01/03/2022

Account Executive

  • Coverys
  • Remote (Michigan, USA)
Full Time Account Executive

Job Description

The Account Executive markets and sells insurance programs, products, and services through implementation of the company’s sales strategies. The Account Executive will assist individual clients in evaluating their insurance needs and options, prepare and present proposals, and serves current and prospective clients in the assigned territory and/or to designated customers.

Essential Duties & Responsibilities

  • Implement sales and service strategies for insurance programs providing a consultative sales approach to protecting customer’s assets.
  • Provide consulting to prospects with regard to risk identification, proper coverage and risk transfer or funding, establishing the trusted adviser relationship.
  • Visit current and potential customers to present proposals and follow up as necessary to maintain current profitable business, increase market share, and fully round customer accounts with additional product needs to meet established revenue goals.
  • Work seamlessly with other CIS account executives and directors to develop strategies to attract, maintain and round various insurance clients presented to the company.
  • Develop thorough new business and renewal submissions to provide a detailed, accurate picture of the customer or prospect’s operation and exposure to loss for the underwriting company.
  • Maintain a schedule of prospective clients' policy expiration dates to ensure timely contact.
  • Identify and recommend new or expanded products or services to ensure customer satisfaction and risk protection.
  • Participate in the appropriate trade and professional associations to further the promotion of the agency products, services, and image.
  • Coordinate and implement, or assist as needed, in company sponsored or supported client functions to provide social opportunities for marketing presentations and relationship building.
  • Identify opportunities to promote and sell services provided by other Coverys specialty products, services, and strategic corporate relationships.
  • Assist in development of effective marketing materials to promote new business sales.
  • Assure application/proposal throughput is timely and thorough, following the established process and procedures.
  • Contribute materials included in the marketing proposals and collaborates in the preparation of the new and renewal proposals.
  • Support the proper use and the data integrity of the agency management system.
  • Support the established policies and procedures and contribute in a constructive manner to recommended changes to further enhance value of service and reduce exposure to E&O loss.  
  • Continuously monitor competition and share appropriate information with sales and underwriting teams, as well as business development.
  • Prepare reports as required by manager.
  • Complete other duties as assigned.

Education, Experience, Competencies & Values

  • Bachelor's Degree in marketing or a related business field (or a combination of education and experience) is required.  Specialized training in risk and insurance management is highly desirable. CPCU, ARM, CIC, RPLU or other insurance designation a plus. 
  • Must be a current licensed insurance sales agent, or licensed within 30 days of start, or 30 days after licensing class is offered by the state.
  • Three - five years of direct sales experience is required.  Property and casualty insurance sales are preferred.
  • Excellent written, verbal, and presentation skills are mandatory.
  • Ability to effectively communicate with a broad range of individuals, develop a rapport and build business relationships quickly and effectively.
  • Must have the ability and willingness to travel throughout assigned territory on a regular basis.  A valid driver's license and acceptable driving record are required.

 

Coverys is an equal-opportunity employer. Coverys’ job openings are open to all without regard to race, color, national origin, gender, gender identity, religion, age, height, weight, disability, political beliefs, sexual orientation, marital status, family status, or veteran status.

Education:

Bachelor's Degree in marketing or a related business field

Experience:

Three - five years of direct sales experience is required. Property and casualty insurance sales are preferred.

License(s):

Must be a current licensed insurance sales agent.

Professional Designation(s):

CPCU, ARM, CIC, RPLU or other insurance designation a plus.

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