Hy-Vee Insurance Account Executive

Job Description

Job Title: Hy-Vee Account Executive

Department: Insurance

FLSA: Exempt

General Function: This position is responsible for managing all aspects of a Hy-Vee employee’s relationship with Midwest Heritage insurance products. Responsibilities include developing and maintaining strong relationships with Hy-Vee Store Directors and Human Resources Managers and internal partners in an effort to help new and existing Hy-Vee employees find product solutions that meet their needs and budgets.

Core Competencies

• Customer Service

• Business Development

• Communication

• Organization

• Administration

Reporting Relations:

Accountable and Reports to: Business Development Director

Positions that Report to you: None

Primary Duties and Responsibilities:

• Visit Hy-Vee stores and Subsidiaries locations within a designated territory on a consistent rotating schedule to grow Midwest Heritage awareness.
• Use consultative based selling approach to identify life and disability needs and complete applications to enroll employees in these benefits.
• Actively refer qualified Hy-Vee auto insurance, home insurance, loan, deposit and investment leads to Midwest Heritage in-house experts.
• Utilize Salesforce CRM to identify potential employee prospects and maximize overall efficiency.
• Develops key Hy-Vee relationships through active participation in store meetings, employee interactions and local community activities.
• Ability to meet monthly activity, production and business goals established by all Midwest Heritage divisions.
• Create and manage an effective business plan for each Hy-Vee store and Subsidiary location.
• Provides friendly, efficient, and accurate assistance to Hy-Vee/Subsidiary employees.
• Provides each store with marketing materials and coordinates other marketing opportunities in Hy-Vee stores.
• Organize and present educational sessions for Hy-Vee employees throughout the year as needed.
• Document and update Salesforce.com on a consistent basis.
• Scrub and submit complete and legible life and disability applications on a timely manner.
• Stay current on applicable industry updates and legislation changes.

Knowledge, Skills, Abilities, and Worker Characteristics:

• Commitment to the Midwest Heritage mission and willingness to promote the values of the company.
• Excellent organizational and time management skills.
• Proficient computer skills including Microsoft Office.
• Strong verbal and written communication skills.
• Ability to maintain a high degree of confidentiality and always present self in a professional manner.
• Self-motivation, strong work ethic and interpersonal skills, and the ability to build relationships with internal and external clients.
• Employee management skills are necessary.

Education and Experience:

• Bachelor’s degree in finance, insurance, business, marketing, or related field. Will consider combination of education/experience in a related role in lieu of education.
• Two or more years of experience in insurance, banking, financial services, sales, business development or related field.
• Valid driver’s license and reliable transportation.
• Must have Life, Health and Accident insurance licenses in all territory states or be able to attain these licenses within a time frame agreed upon by the manager.
• The Hy-Vee Account Executive must have residency in or near their assigned territory of Hy-Vee/Subsidiary locations and have the ability to travel frequently in the territory with up to 10% overnight for training and other business purposes.

Physical Requirements:

• Seeing and hearing well enough to communicate with customers in person and on the telephone.
• Dexterity to handle papers and use computers.

Working Conditions:

• This is a fast paced work environment normally conducted in a private location, Hy-Vee, or subsidiary retail location.
• Some duties may be completed at employee’s residence as there is not a physical office provided.
• There is frequent pressure to meet deadlines and handle multiple projects at once.
• Travel within designated area, and as needed for other training and business purposes.
• Employee will be using personal vehicle.
• 50-75% Travel

Equipment Used to Perform Job:

Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, and printer.

Contacts:

This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage

Confidentiality:

This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.

In the performance of their respective tasks and duties all employees are expected to:

• Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.
• Perform quality work within deadlines.
• Interact professionally with other employees, customers and suppliers.
• Work effectively as a team contributor on all assignments.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.