BIA Account Executive - Personal Lines Sales
$45k - $50kArbella Insurance Group
Key Responsibilities
- Contact prospects and clients using in person, telephone and email techniques to provide professional consultative advice about recommended coverages
- Prepare proposals as necessary, complete applications and calculate and quote premium rates for recommended protection, explain policy features & benefits, present options, upgrades and provide an overall analysis of protecting the customer’s property & casualty exposures. Collect premium deposits and record payments
- Assist in the solicitation and account management of employer based worksite marketing opportunities & related association sales activities
- Counsel & advise customers including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries. Provide customer service & support within the agency on an “as needed” basis.
- Achieve established sales production goals
- Ensure new business is consistent with the agency’s standards for acceptable business as this impacts agency loss ratios and profitability
- Perform annual customer account reviews on assigned clients to round out and upsell accounts and improve retention efforts
- Update the agency management system fully to document client interactions to ensure service team can understand what’s going on and to protect agency from E&O issues
- Properly follow established workflow and documentation standards
- Follow up on Suspense Items in a timely manner
- Become proficient with technology tools and applications to achieve the highest levels of efficiency and accuracy
- Prepare regular reports detailing sales and other activities as requested
- Maintain proper insurance licensing
- Responsible for maintaining positive relationships with customers and co-workers
- Perform other related duties as assigned
This is a sales role with a variable compensation structure that includes commissions. Our current reasonable and good faith estimate of the starting salary range for this position is approximately $45,000 - $50,000 based on a variety of factors including, but not limited to, relevant skills and experience, educational background and certifications, performance and qualifications, market demand for the role and other organizational needs.
Please note: The advertised pay range is not a guarantee or promise of a specific wage
Arbella employees are eligible for exceptional benefit and wellness programs including medical, dental, vision, 401k plan, career development, flexible schedules and much more! Check out some of the amazing benefits and programs we offer to all employees.
$85k
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