Account Executive

Summary

Brown & Brown is an insurance company seeking an Account Executive to promote and sell assigned Pearl Insurance coverages to prospective clients. The role manages sales leads, conducts customer outreach, facilitates applications and underwriting, documents activities in a CRM system, and services clients during their first year of coverage.

Responsibilities

• Prioritize sales leads from various sources, such as the Monthly Sales Funnel, Daily Activity Report, and leads from websites, database management, etc
• Conduct a high volume of customer contact via the phone, email, mail, and fax to promote and sell assigned coverage(s)
• Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals in a defined territory
• Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the sale
• Facilitate the application and underwriting process with the potential client and the internal underwriter including - sending application to potential clients, finalizing application with any applicable forms, following up when additional information is needed to complete underwriting process
• Document sales activities in the Customer Relationship Management (CRM) system
• Build and maintain customer relationships by responding to various questions, needs, and requests

Skills

• Property and Casualty insurance license required (or the ability to obtain)
• Associate degree in business management, marketing, or related field
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization
• Property and Casualty insurance license required (or the ability to obtain)
• Regular use of a personal computer including ability to use the following software/systems:
• Customer Relationship Management (CRM) system
• E-storage solutions
• Adobe or Foxit PDF
• MS Office - Word, PowerPoint, Excel, Outlook, etc
• 2+ years of previous sales and/or customer service experience, preferably within the insurance industry

Qualifications

Must Haves

• Property and Casualty insurance license required (or the ability to obtain)
• Associate degree in business management, marketing, or related field
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization
• Property and Casualty insurance license required (or the ability to obtain)
• Regular use of a personal computer including ability to use the following software/systems:
• Customer Relationship Management (CRM) system
• E-storage solutions
• Adobe or Foxit PDF
• MS Office - Word, PowerPoint, Excel, Outlook, etc

Nice to Haves

• 2+ years of previous sales and/or customer service experience, preferably within the insurance industry

Benefits

• Remote work
• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.