What are the responsibilities and job description for the Hy-Vee Insurance Account Executive- Omaha position at Midwest Heritage?
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.
Midwest Heritage Bank
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 in a timely manner.
- Stay current on applicable industry updates and legislative 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 an active Nationwide Multistate Licensing System (NMLS) number. NMLS number must be in good standing, maintained and all requirements adhered to. For employees new to the position the NMLS number must be obtained within 60 days of hire.
- 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.
