Account Executive

Summary

One80 Intermediaries is seeking an Account Executive to join its growing team. The role promotes and sells assigned Pearl Insurance coverages through phone, email, mail, and fax while servicing clients during their first year of policy coverage. The Account Executive also manages sales leads, facilitates applications and underwriting, documents activities in the CRM system, and maintains customer relationships.

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
• 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
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization

Qualifications

Must Haves

• Property and Casualty insurance license required (or the ability to obtain)
• Associate degree in business management, marketing, or related field
• 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
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization

Benefits

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts