Account Executive - Commercial Insurance

October 4

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Description

• The Account Executive is responsible for promoting and selling assigned Pearl Insurance coverage(s) to potential clients over the phone and through email, mail, and fax. • Handles servicing clients during their first year of policy coverage with Pearl. • Prioritize sales leads from various sources, such as the Monthly Sales Funnel, Daily Activity Report, and leads from websites, database management, etc. • Conduct a high volume of customer contact via the phone, email, mail, and fax to promote and sell assigned coverage(s). • Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals in a defined territory. • Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the sale. • Facilitate the application and underwriting process with the potential client and the internal underwriter including - sending application to potential clients, finalizing application with any applicable forms, following up when additional information is needed to complete underwriting process. • Document sales activities in the Customer Relationship Management (CRM) system. • Build and maintain customer relationships by responding to various questions, needs, and requests.

Requirements

• Associate degree in business management, marketing, or a related field. • 2+ years of previous sales and/or customer service experience, preferably within the insurance industry. • Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization. • Property and Casualty insurance license required (or the ability to obtain). • Regular use of a personal computer including ability to use the following software/systems – Customer Relationship Management (CRM) system, E-storage solutions, Adobe or Foxit PDF, MS Office - Word, PowerPoint, Excel, Outlook, etc.

Benefits

• medical • dental • vision • disability • life • retirement savings • 10 days of paid time off • 11 paid holidays