Insurance Account Executive - Remote
E
EmbrokerCommercial Insurance
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-TimeMiddle
Salary85000 - 105000 USD per year
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Job Details
- Experience
- 4+ years
- Required Skills
- SalesforceGoogle Workspace
Requirements
- Bachelor's degree
- 4+ years in commercial insurance client management or sales
- Active P&C insurance license
- Experience with management liability
- Skilled at managing & prioritizing workloads to meet the needs of prospective clients
- Proven ability to consistently meet sales goals
- Ability to work both independently and as part of a team
- Excellent verbal and written communication skills
- Experience with Salesforce
- Experience with Google Suite
- Ability to work cross-culturally on a global team
- Ability to perform at a high-level in a remote work environment
Responsibilities
- Maintain accurate records of all sales activities, customer interactions and deal progress in CRM.
- Ensure all opportunity fields are properly updated to support healthy pipeline hygiene and reliable forecasting.
- Provide accurate projections toward quarterly goals and collaborate with sales leadership.
- Take full ownership of inbound leads generated by Embroker and self-sourced opportunities.
- Qualify prospects efficiently, assess their business needs, and guide them through the buying journey.
- Serve as a trusted advisory by understanding each prospect's unique business needs and recommending tailored insurance solutions.
- Maintain a deep understanding of Embroker’s offerings and open marketing alternatives.
- Partner closely with the Client Success team to ensure a smooth transition from sale to onboarding.
- Act as a liaison between the customer and internal teams to ensure client needs are addressed promptly.
- Leverage insights gained from client interactions and feedback to help shape the evolution of Embroker’s proprietary products.
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