Account Executive

The Business Development Representative will sell health, life and other types of insurance policies, coverage, and professional HR services.

Essential Functions:

• Contact prospective clients to inquire about group insurance products and other services.
• Build and maintain a consistently strong pipeline.
• ·Actively participate in networking across the region to develop prospective leads.
• Proactively and efficiently manage resources with dedicated teams, virtual teams, and executive staff around opportunities to ensure successful outcomes.
• ·Maintain assigned book of business to ensure the strength of the current relationship and annual renewal.

Responsibilities:

• Explain various insurance policies and other products to potential and existing clients; guide clients in selecting coverage and services to best meet their needs.
• Suggest modifications and updates to clients’ existing insurance policies.
• Build customized insurance policies and packages to meet clients’ needs.
• Close business.
• Maintain print and electronic records and files as required.
• Other duties as may be assigned by management.

Required Skills / Abilities:

• Ability to identify and contact prospective clients.
• The ability to bounce back from a no sale.
• Excellent interpersonal and sales skills.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software.
• Proficient with LinkedIn and virtual meeting platforms.
• Excellent proposal development and presentation skills.
• Proficient at conducting virtual and in person sales presentations.
• Extensive knowledge of various insurance products and policies.
• Ability to present and recommend HR service models.
• Ability to determine best insurance policy for clients.
• Proven track record of consistently meeting or exceeding assigned annual/quarterly goals and targets.
• Attentive to forecasting and business reporting responsibilities including skills and experience using a CRM.

Education/Experience:

• High school diploma or equivalent required; Bachelor’s degree preferred.
• An Ohio license to sell Life, Accident, and Health insurance is preferred or must obtained within 30 days of employment.
• Five or more years of business to business sales experience.
• Two years of insurance or professional service industry experience preferred.