Senior Insurance Account Executive
E
EmbrokerCommercial Insurance, FinTech
Across the U.S., with preference for candidates located in the Midwest, Southeast, Southwest, and Mountain West regions. Arizona, Alabama, Alaska, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Mexico, North Dakota, Nevada, North Carolina, Oklahoma, Kansas, Kentucky, South Dakota, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, Wyoming.Full-TimeSenior
Salary105000 - 140000 USD per year
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Job Details
- Experience
- 5+ years
- Required Skills
- SalesforceGoogle Workspace
Requirements
- 5+ years agency sales experience.
- Active Property & Casualty Insurance license.
- Expertise and deep commercial lines insurance product knowledge, including but not limited to Management Liability and Tech E&O.
- Proven track record of high conversion rates when handling company-provided leads and referrals.
- Ability to use Salesforce to track lead progression and maintain a transparent sales funnel.
- Ability to multi-task and effectively set and meet deadlines.
- Proven ability to work independently with little need for supervision.
- Working knowledge of Google Suite.
- Experience with web-based quoting tools.
- Strong verbal, interpersonal, and written communication skills.
- Ability to work cross-culturally on a global team.
- Prolonged periods of time sitting at a desk and working on a computer.
- Ability to perform at a high-level in a remote work environment.
Responsibilities
- Prioritize and manage a consistent flow of high-intent, qualified leads generated by marketing and business development efforts.
- Collaborate with the Head of Revenue to provide feedback on lead quality, helping to refine targeting for strategic marketing campaigns.
- Execute timely outreach to inbound inquiries and referrals, leveraging technical expertise to convert interest into active submissions.
- Evaluate the complex risk management needs of provided leads to ensure alignment with our core verticals, such as D&O and Cyber.
- Assist in preparing applications and submissions for quotation to appropriate insurance carrier partners; obtain underwriting approval and present customers with quotes and value propositions to bind coverage.
- Build client relationships and trust through strong people skills and technical insurance expertise.
- Advise complex clients on appropriate insurance solutions and negotiate terms to successfully bind coverage, leveraging deep technical product knowledge.
- Collaborate with the Customer Service team to ensure high customer satisfaction and nurture larger 'named accounts' to maximize retention and drive referrals.
- Perform other duties as assigned.
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