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Sales Account Executive

$40k

Northtampabaychamber

Position Summary The primary responsibility of the Account Executive is to build a book of business by prospecting and establishing referral partner relationships with professionals in the real estate and mortgage industries, and by working with clients to understand their insurance needs, analyze options across a large carrier portfolio, and provide custom solutions to mitigate household risk. This role combines new‑business development, consultative sales, client servicing, and relationship management. Key Responsibilities Prospecting and establishing referral partner relationships with real estate agents, mortgage brokers, loan officers, and other related professionals. Generating and following up on leads from referrals, networking, digital channels, and agency‑provided sources. Consultative client engagements: Meet with clients to assess household risk exposures and insurance needs, analyze coverage options from a diverse carrier portfolio and design tailored insurance solutions (personal lines and applicable commercial lines). Prepare, present and close proposals; bind policies and manage onboarding. Serve as the primary point of contact for assigned clients for policy changes, renewals, endorsements, and claims support. Maintain client relationships to maximize retention and cross‑sell opportunities. Maintain accurate records and activity in the agency management/CRM system. Meet or exceed monthly/quarterly production targets per agency commission plan. Obtain and maintain required state insurance licenses and carrier appointments. Ensure compliance with regulatory, carrier, Goosehead corporate, and agency policies. Qualifications 1–3+ years of sales experience; insurance experience preferred. Experience working with or selling to real estate and mortgage professionals strongly preferred. Current insurance producer license or willingness to obtain promptly. College degree preferred. Skills Strong consultative sales, communication, and relationship‑building skills. Ability to analyze coverage needs and explain complex insurance concepts clearly. Proficiency with CRM/agency management systems and Microsoft Office. Valid driver’s license and reliable transportation if client/partner meetings are required. Desired Attributes Self‑motivated, goal‑oriented, resilient, detail‑focused, and ethically driven. Comfortable building and managing referral partnerships and handling a full sales cycle. Compensation Base salary of $40,000, or uncapped commissions. 40% commission on new business revenue. 15% commission on renewal business revenue. Each month, you will receive your salary or commissions, whichever is the greater of the two. Website Elamir Partners – Goosehead Insurance is an equal opportunity employer committed to a diverse and inclusive workplace. #J-18808-Ljbffr Northtampabaychamber

Vacancy posted 1 day ago
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