Account Executive at Workday driving sales in Medium Enterprises by developing strategies and engaging C - level clients. Collaborating within the Field Sales organization to ensure customer satisfaction and success.
About the role
- Commercial Lines Account Executive managing relationships and solutions for insurance clients. Focused on identifying opportunities and exceeding sales goals in a growing company.
Responsibilities
- Building and maintaining strong, trust-based relationships with clients and prospects
- Identifying new business opportunities and cross-selling additional products and services
- Consistently meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups
- Conducting thorough needs assessments and delivering customized insurance and total client solutions
- Negotiating terms and coverage with underwriters and carriers
- Ensuring compliance with industry regulations and company policies
- Providing exceptional customer service and support throughout the client lifecycle
- Collect detailed risk and underwriting information including survey data and loss history
- Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information
- Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues
- Secure quotes, negotiate premiums and commissions, prepare proposals and corresponding presentations
- Bind coverage, prepare binders, and delegate certificates
- Ability to provide Contract review
- Process policy changes and corresponding documents
Requirements
- Commercial insurance knowledge with 5+ years’ industry experience
- Active Property and Casualty License required
- Strong organizational skills
- Ability to adapt well to change in direction and priority in a fast-paced environment
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills as well as strong interpersonal skills
- Knows and applies principles of insurance to everyday situations
- Applied Systems / EPIC experience a plus
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Job title
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