Account Executive/Sales – Small Business Commercial
POSITION SUMMARY:
The Small Business Unit Account Executive sells new business and additional lines for existing accounts in keeping with agency and individual goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Responsible for the acquisition of new business that meets the current New Business Guidelines.
- Accurately identify exceptions to the filter (VIP accounts, sensitive accounts, small accounts related to a larger existing account).
- Review and place new business in service centers when it meets the filter.
- Proactively work prospects in ACT according to procedures.
- Strong communication and negotiation skills under stressful situations.
- Pre-qualify insurance prospects for insurability and fit with the filter.
- Inter-department contact for marketing questions.
- Responsible for account rounding (both at new business and renewal).
- Maintain a current working knowledge of all company change procedures and communicate to members of the team.
- Positively accept any other duties as assigned by management.
- Monitor placement of new business within standard and E&S carriers.
- Obtain underwriting information necessary to quote.
- Complete intake sheets for all new risks and attach in iChannel.
- Complete applications & billing screens in Applied.
- Attach all necessary paperwork & correspondence in iChannel as per Best Practices.
- Provide market direction and updates to Account Manager.
- Complete customization of proposals as dictated by client need.
- Present proposals to clients.
- Obtain signatures and collect premium on new business accounts.
- Obtain all necessary waivers from client and attach all completed documents in iChannel.
KNOWLEDGE, SKILLS AND ABILITIES:
- Currently 220 Licensed.
- Career development includes obtaining professional insurance designation(s).
- Traits: sales oriented, productive in high volume, fast-paced, multi-tasked environment. Able to proactively identify and pursue niche market business.
- Strong communication and negotiation skills under stressful situations.
- Strong team member who proactively assists all other members of this team.
- Ability to maintain a professional manner at all times.
- Able to manage time and prioritize work load.
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