Account Executive - Proactive Services

Deeply Rooted to Serve

The Proactive Services Account Executive provides excellent sales support to the producer and first-class customer service to clients.

The position requires a significant degree of independent judgment and discretion. The Proactive Service Account Executive has superior knowledge regarding the specific proactive services offered by the agency.

The Proactive Service Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide service in support of producer activities.

The Proactive Service Account Executive will assist in the production and growth of individual producers through training and sales support.

The Proactive Service Account Executive is responsible for assisting clients with service needs and making changes to existing accounts.

The Proactive Service Account Executive will work with the producer to design and recommend proper proactive services and risk management programs to agency clients.

Work Preformed

Provides excellent customer service to clients

• Works with the Producer to write new business accounts by engaging current clients
• Works with producer to meet account retention goals
• Creates value for clients through agency's proactive service
• Assists with retention goals through quantifying agency's impact on a client
• Communicates with producers and clients with clarity
• Ensures benchmarking is completed for new clients and agency impact is quantified annually
• Controls and coordinates the implementation process of proactive services related to business improvement and hiring
• Meets directly with clients, either virtually or by phone; negotiates and sells lines of insurance
• Coordinates with producer to develop service timelines and makes recommendations
• Assists with agency growth goals through lead generation of our currently serviced clients
• Ensures Agency procedures are followed, that information is properly documented, and maintains records
• Assists in the development of strong personal relationships with clients and producers
• Makes proactive, regularly scheduled courtesy service calls to assigned accounts
• Quantifies and prepares annual reports for clients, showing the agency's work and impact
• Assists in continuous development of service culture across the organization and in the community the agency serves to meet demands
• Enhances the agency's internal processes to create a better customer value
• Consistently provides personal service to others, groups, communities, systems, and environments
• Promotes innovation, makes data-driven decisions, and remains true to the agency's shared vision

Job Requirements

• Ability to work with minimum supervision
• Property & Casualty Insurance License required
• Excellent written and oral communication skills with a respectful and professional "voice"
• Proficient with agency management systems (Bigntion)
• Strong skills in Microsoft Office
• Ability to commit to, utilize, and follow Agency procedures while remaining adaptive and flexible to changing demands in a rapidly growing company
• Ability to manage multiple concurrent projects with shifting responsibilities
• Ability to travel, occasionally overnight

Preferred Education / Experience

5+ years of commercial insurance or customer service experience in an insurance agency setting

About Us

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry.

They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family.

Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability.

We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship.

Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website

Deeply Rooted Insurance Agency Oakbridge Insurance - Oakbridge Insurance