Sales Account Executive - Property &Casualty
Hybrid - Detroit, MI
Competitive Pay and Benefits!
The Sales Account Executive generates sales opportunities with new clients in a defined market. This role involves coordinating personal sales efforts with team members and internal staff, as well as collaborating with the team to cross-sell products and services. The position requires developing and implementing a personal sales plan with direct accountability for annual production goals.
Sales Account Executive Responsibilities:
- Develop and implement a sales development plan to originate business with new clients.
- Build and maintain a growing book of business each year.
- Identify opportunities to cross-sell multiple lines of coverage to existing clients.
- Maintain a high level of sales activity through self-driven initiatives to achieve production goals.
- Source leads, identify decision-makers, and make cold calls to secure appointments and service presentations.
- Perform detailed analysis of prospective clients' needs and recommend appropriate and competitive coverages.
- Customize insurance programs to suit customer needs, explaining features, advantages, and disadvantages of various policies.
- Develop and implement presentation and closing techniques to secure new business.
- Maintain close relationships with existing clients to ensure services are provided as expected and act as a consultant to resolve complex risk problems.
- Keep accurate and timely electronic records of all prospecting activities using Microsoft CRM software.
- Build a personal network of contacts for long-term prospect sourcing through professional referrals and community involvement.
- Attend industry events, seminars, and workshops to stay informed about market changes and new products/services.
- Participate in mandatory Business Development Team meetings.
Sales Account Executive Requirements:
- 3-5 years of experience in the insurance brokerage field or an equivalent combination of education and experience.
- Demonstrated sales achievement with an established book of business.
- Proven experience in client retention and contributing to the annual growth of the established book of business.
- Experience in Property & Casualty, Life & Health, Personal Lines, or Retirement Planning.
