Account Executive
Job Description
Job Description
Job Overview : We are seeking an Insurance Account Executive to join our team in our Hallandale Beach location. Candidate will be responsible for prospecting, soliciting and selling commercial, personal, life and benefits accounts.
Responsibilities & Duties :
- Identify and develop insurance prospects.
- Prequalify insurance prospects for insurability and quality of risk.
- Follow agency processes and procedures on creating and maintaining complete and accurate prospect and opportunity data in agency management system.
- Maintain knowledge of carrier and wholesaler appetites and make recommendations to Account Manager during the submission process.
- Design insurance programs and recommend coverages to clients based on risk characteristics.
- Submit complete and accurate insurance applications and related submission documentation to Account Manager.
- Make sales presentations to prospective and existing clients on new and renewal business.
- Explain coverage and exclusions to clients and document explanations in agency management system.
- Educate clients on agency payment expectations and cancellation procedures
- Contact clients for collection of past due premiums, as needed.
- Develop a book of business that is profitable for both the agency and the carrier.
- Review existing accounts / policies at least annually to round out accounts and address any changes in exposure
Qualifications :
- 5+ years of experience in sales.
- Intermediate to advanced-level proficiency with Microsoft Office Products : Excel, Word, Outlook, and PowerPoint.
- Excellent written and verbal communication skills.
- Valid Florida 2-20 license.
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