Employee Benefits Account Executive

Employee Benefits Account Executive Primary Responsibility: To solicit new business accounts and maintain existing employee benefits accounts to enhance agency profitability in accordance with the objectives set forth in the agency business plan and agency policies and procedures. Essential Functions & Responsibilities Interface with clients and potential clients via phone, email, in-person meetings, and cold calls to meet annual new business production goals set forth by the Sales Manager. Follow agency directives and develop a profitable book of business. Maintain existing customers by providing an excellent level of customer service. Stay informed of industry developments through trade press, company training, and sales meetings. Promote the agency and insurance industry in the community. Pursue a program for personal and professional development. Improve relationships with insurance companies through company contacts. Serve clients as a trusted advisor and provide insurance counsel as appropriate. Perform other specific duties and projects assigned by the Sales Manager. Quotation of new or renewal business – ensure utilization of qualified staff in the quoting process. Customer service – ensure utilization of qualified staff to handle customer service issues. Required Qualifications High School Diploma. At least 3 years of sales experience. High degree of self‑discipline and motivation. Excellent communication skills both oral and written. Technical education (CIC, CPCU, company courses) helpful; willingness to continue education essential. Well‑groomed and neat appearance essential. Holds required and appropriate insurance agent’s license. Above average organizational and time‑management skills. Must be licensed driver in compliance with agency’s motor‑vehicle record requirements. Preferred Qualifications College degree in Risk Management and Insurance, Business, or related field. Holds a CIC or CPCU designation. Holds a certification in Self‑Funded and/or Chartered Life Underwriter. Knowledge, Skills & Abilities Knowledge of employee benefits sales techniques. Ability to multi‑task multiple priorities. Proficient in Microsoft Office Suite. Ability to work well with others. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #J-18808-Ljbffr Heartland Security Insurance Group