Small Business Account Executive, Program Business

Role responsibilities

The Account Executive is responsible for building and maintaining a client base through strategic sales processes and customized service plans. They must manage the execution of client insurance programs while mentoring team members and monitoring client satisfaction.

Requirements

Candidates must hold a Producers License for Fire/Casualty or Life/Health and have a proven track record of accomplishing specific tasks. Professional designations such as CPCU, CEBS, or ARM are preferred.

Key skills

Client Relationship Management, Sales Process Analysis, Insurance Placement, Negotiation, Business Development, Strategic Planning, Risk Analysis, Cross-selling, Public Speaking, Mentoring, Client Retention, Financial Analysis

Keywords

Insurance, Producers License, CPCU, CEBS, ARM, Fire/Casualty, Life/Health, Account Executive, Risk Management, Business Insurance, Employee Benefits, Client Retention, Sales Pipeline, Marketplace Analysis, Carrier Appetites, Professional Services