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Form of workPosition Overview
Sales Executives are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Sales Executives are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused.
Principal Duties and Responsibilities
Knowledge, Skills and Abilities
Required:
Preferred:
Working Environment
Note: This job is not eligible for remote working from Colorado
~CB~ ~GIJ~
Sales Executives are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Sales Executives are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused.
Principal Duties and Responsibilities
- Involved in the community and business situations in order to become connected with prospective clients through association
- Work with prospective clients to identify ways in which Lovitt & Touché can partner with prospects on their insurance needs
- Partner with internal Account Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect
- Responsible for retaining existing accounts while meeting new account productions standards each year
- Responsible for account receivables
- Responsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to begin
- Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client
- Establish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings
- Conduct all business in accordance with established policies and procedures
- Attend onsite and offsite client meetings as necessary
- Other duties as assigned
Knowledge, Skills and Abilities
Required:
- High School Diploma or GED
- 3+ years of insurance experience or the ability to learn and validate salary within 3 years
- Licensed in Arizona Life, Health and Disability
- Ability to network and create sales leads
- Ability to influence and close prospecting opportunities
- Proven track record of being self motivated and a self starter
- Ability to analyze and interpret quotes and plan designs
- Ability to effectively communicate, both written and verbally, with internal and external parties
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with carriers, peers and clients
- Ability to work independently and in cross-functional teams
- Working knowledge of Microsoft Office Products (Outlook, Word, Excel, Power Point)
Preferred:
- Dual License in Arizona Property/Casualty
- Bachelors degree in related discipline
- Experience using BrokerageBuilder
- Continuing education such as RHU, REBC, CEBS, or CBP
Working Environment
- Work is performed indoors in a climate controlled office environment
- General technology as it relates to office administration
- Regular business hours with additional hours required during certain periods
- Regular travel to client sites and networking events, inside and outside of Arizona with some possibility of overnight stays and/or weekend travel
Note: This job is not eligible for remote working from Colorado
~CB~ ~GIJ~
