Position Title: EB Account Executive

Job Classification: Exempt; Full-Time Position

Responsible to: SVP of Employee Benefits Department

Location: Any Avery Hall Office Location

Job Summary:

The Account Executive position is sales-oriented, requires advanced communication skills, and a thorough knowledge of insurance products available through the agency. The Account Executive is responsible for pursuing and closing sales of new and existing employee benefit accounts and retaining an assigned book of business. The Account Executive performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency. This position REQUIRES prospecting.

Essential Functions:

• Responsible for the identification and prospecting of potential new policyholders.
• Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers with a support team of skilled professionals to assist.
• Implement a growth strategy involving both new business and net book growth.
• Meet aggressive new business revenue goals by developing one or two niches within the market.
• Manage assigned book of business and client needs.
• Improve client value proposition by utilizing Client Services and building Proactive Timelines for high-ranking clients.
• Continuously develop and apply product knowledge, market changes, and underwriting skills to provide recommendations and suggestions regarding a client’s insurance program.
• Engage with clients (in person, via telephone, or email) to discuss service needs, billing, and coverage questions.
• Provide in-person support and printed materials for employee communications.

Knowledge, Skills & Abilities:

• Ability to communicate orally and in writing, to explain insurance issues, to receive and interpret complex information, and respond appropriately.
• Ability to understand written and oral communication and interpret abstract information.
• Excellent interpersonal and customer service skills.
• Capable of following all Privacy rules when dealing with client employee information
• Confident, self-starter who works well independently.
• Excellent organizational skills, attention to detail, and time management skills with a proven ability to meet deadlines and multitask.
• Proficient with Microsoft Office Suite or related software.
• Ability to learn and document conversations and emails in our corporate database in a timely manner.

Education and Experience:

• Bachelor’s degree or equivalent education and experience.
• Sales experience and acumen, to include researching, prospecting, qualifying, and finding the best solutions to client needs.
• A minimum of two (2) years of proven sales success is required.
• An active Life & Health insurance license is preferred.

Physical Requirements:

The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job.

• Work is normally performed in a typical interior/office work environment. The employee is frequently required to remain stationary, often standing or sitting for prolonged periods.
• While performing the duties of this job, the employee is regularly required to communicate, listen, and observe. The employee must be able to communicate clearly with others.
• This position frequently communicates with clients inquiring about coverage and pricing. The employee must be able to exchange accurate information in these situations.
• Regularly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. This includes repeating motions involving wrists, hands, and/or fingers.
• The position may require the employee to ascend and/or descend ladders, stairs, ramps, and similar devices.
• High stress, fast-paced environment with a high volume of work to be completed daily.
• Limited physical effort required or exposure to physical risk. However, one must be able to lift 15 pounds at times.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Avery Hall Insurance is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Pay: $55,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Mileage reimbursement
• Opportunities for advancement
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Work Location: In person