What are the responsibilities and job description for the Commercial Lines Account Executive position at King Risk Partners?
King Risk Partners is a fast-growing insurance broker with locations across the east coast and has worked tirelessly to become a Top 100 ranked U.S. insurance broker.
We work as a team, which means we prize collegiality and collaboration. It also means that, most times, we’re able to provide our people with the freedom to address their personal lives, provided this allowance is treated with respect. We know that you have families and personal lives and things that come up during the workday that need to get done. Our work structure accommodates that and treats you as both an adult and a professional person with good judgement.
We are seeking a Commercial Lines Account Executive to join our team in Keene New Hampshire.
Position Responsibilities:
- Responsible for the identification and successful acquisition of new business revenue from qualified prospects and existing clients primarily by telephone calls, writing letters/emails, or making personal visits and lead generation techniques for identified target groups in accordance with agency guidelines.
- Conduct client and prospect appointments to assess business and insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct business.
- Submit, rate, quote, and place quality new business in accordance with agency and company appetites/guidelines.
- Assembly and submission of accurate and complete insurance applications and underwriting information including classification and survey data and loss history to agency and company personnel.
- In collaboration with the company’s insurance marketing team and service team, negotiate coverage and pricing terms to provide the optimal insurance program for the client.
- Develop and convey formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information.
- Support the Commercial Lines and other sales efforts through a mutual referral network to cross sell qualifying business.
- Develop and promote strong relationships with prospects and clients.
- Achieve pre-determined sales goals.
- Communicate effectively with customers, agency and company personnel.
- Adhere to agency standards for workflows, procedures and utilization of the agency management system (AMS360 and other sales CRM software) to maintain client documentation and reduce agency exposure to Errors and Omissions.
- Complete and maintain required pipeline, activity and sales related reports and attend all sales and personal lines meetings as required.
- Keep informed of industry developments through community involvement and continuing education.
- Comply with all state insurance regulatory requirements regarding licensing and continuing education requirements.
- Perform other specific duties and projects as assigned by agency management.
- All other duties as assigned.
Knowledge, Skills and Abilities (KSA):
- Extensive knowledge of various insurance products and policies.
- Ability to determine the best insurance policy for individual clients.
- Excellent interpersonal and sales skills.
- Ability to identify and contact prospective clients.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite or similar software.
Required:
- Active property and casualty license.
- 3-5 years of successful and documented insurance sales experience.
- Proficient knowledge in Microsoft Windows Suite.
- Ability to daytime travel (60%).
- This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.
- Must possess a valid US Drivers License and minimum state required vehicle insurance.
What We Offer:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k) with employer match
- Short-Term Disability (employer paid)
- Long-Term Disability (employer paid)
- Life Insurance
- Employee Assistance Program
- Generous PTO Policy
- Tuition Reimbursement
- Employee Referral Program
- Growth and advancement opportunities
Equal Opportunity Employer
King Risk Partners, LLC is proud to be an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.
Join us in making a difference in the insurance industry. Apply today and become a part of the King Risk Partners, LLC team!
Salary : $75,000 - $95,000