Sales Executive
Sales Executives are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Sales Executives are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused.
Principal Duties and Responsibilities :
- Involved in the community and business situations in order to become connected with prospective clients through association
- Work with prospective clients to identify ways in which Marsh McLennan Agency can partner with prospects on their insurance needs
- Partner with internal Client Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect
- Responsible for retaining existing accounts while meeting new account productions standards each year
- Responsible for account receivables
- Responsible for obtaining and / or assigning the collection of information needed for the renewal marketing process to begin
- Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client
- Establish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings
- Conduct all business in accordance with established policies and procedures
- Attend onsite and offsite client meetings as necessary
- Other duties as assigned
Knowledge, Skills and Abilities Required :
High School Diploma3+ years of insurance experience or the ability to learn and validate salary within 3 yearsLicensed in Arizona Life, Health and DisabilityAbility to network and create sales leadsAbility to influence and close prospecting opportunitiesProven track record of being self motivated and a self starterAbility to analyze and interpret quotes and plan designsAbility to effectively communicate, both written and verbally, with internal and external partiesExcellent time management, organizational and multi-tasking skills with high attention to detailAbility to build and maintain effective relationships with carriers, peers and clientsAbility to work independently and in cross-functional teamsWorking knowledge of Microsoft Office Products (Outlook, Word, Excel, Power Point)Preferred :
Dual License in Arizona Property / CasualtyBachelors degree in related disciplineContinuing education such as RHU, REBC, CEBS, or CBP