Account Executive - Business Development
Arbella Insurance
The Account Executive’s primary focus is to develop high quality new business opportunities and to manage their current clients effectively, ensuring a high level of retention. They may also assist in the solicitation and account management of the company’s employer/association based work-site marketing programs. This position requires the employee to act as the agency/company representative to our prospective clients, fellow professionals, public and general business community. This is a field position which requires the incumbent to set up an office within their home.Key Responsibilities
Contact prospects and clients using in person, telephone and email techniques to provide professional consultative advice about recommended coverages
Prepare proposals as necessary, complete applications and calculate and quote premium rates for recommended protection, explain policy features & benefits, present options, upgrades and provide an overall analysis of protecting the customer’s property & casualty exposures. Collect premium deposits and record payments
Assist in the solicitation and account management of employer based worksite marketing opportunities & related association sales activities
Counsel & advise customers including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries. Provide customer service & support within the agency on an “as needed” basis.
Achieve established sales production goals
Ensure new business is consistent with the agency’s standards for acceptable business as this impacts agency loss ratios and profitability
Perform annual customer account reviews on assigned clients to round out and upsell accounts and improve retention efforts
Update the agency management system fully to document client interactions to ensure service team can understand what’s going on and to protect agency from E&O issues
Properly follow established workflow and documentation standards
Follow up on Suspense Items in a timely manner
Become proficient with technology tools and applications to achieve the highest levels of efficiency and accuracy
Prepare regular reports detailing sales and other activities as requested
Maintain proper insurance licensing
Responsible for maintaining positive relationships with customers and co-workers
Perform other related duties as assigned