Role Title: Account Executive
Agency: Jonathan Mangual Agency, Inc.
Location: Marietta, GA 30066
Objective
The Account Executive role markets, prospects, and sells American Family Insurance products in all product lines; Maintains effective customer relationships, understands customer`s needs and matches them with appropriate product and service offerings; Promotes brand awareness through participation in agency and community events.
The Account Executive is responsible for attaining sales, profitability and service goals for all product lines.
Insurance Sales
- Develops knowledge of the local market dynamics for business development opportunities for all product lines
- Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
- Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing customers
- Prospects for new business through leads, telephone calls, networking events, trade shows and personal contacts (Includes leads through COI, social media, and sales lead groups)
- Secures new business through individual effort and established lead methods
- Prepares quotations and applications and delivers effective presentations in order to close sales
- Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed
- Conducts sales and review appointments with prospective and current customers
- Meets and exceeds sales goals
Company and Brand Promotion
- Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities
- Participates in events designed to promote brand awareness and educate consumers
Insurance Service
- Retains existing customers by providing industry leading customer experiences
- Ensures completion of requested account and policy updates and changes
- Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues
Knowledge and Skill Development
· Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service and supporting technology
· Participates in continuing education and professional designation programs
Education/Licenses/Designations
· Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. The following lines of authority are required for this position: Property; Casualty; (Life and Health is optional)
· Valid driver’s license required
Role Requirements
· Ability to work independently to plan, set priorities and organize work
· Active involvement in the local community
· Demonstrated sales and customer service experience
· Excellent oral and written communication skills
· Demonstrated analytical skills
· Experience with PC software applications (Microsoft Office Suites, Microsoft Edge, etc.)
· Experience using a wide range of digital devices such as smartphones, tablets and laptop computers
Preferred Knowledge/Skills/Education/Designations
· Demonstrated knowledge of insurance concepts and principles
· Demonstrated effective multi-line insurance prospecting and sales experience
Working Conditions
· Full time position with office hours of Monday – Friday 9:00am – 5:00pm. Non-typical schedules (evenings or weekends) may be necessary on occasion, this is rare.
· General office setting
Compensation Schedule
· Mutually agreed upon guaranteed base salary with specific targets (hours worked, # of quotes presented, # of Center of Influence contacts per week). Salary based on prior experience. Exact expectations discussed at time of offer
· Personal Lines (Auto/Home/Commercial/Specialty/Farm): Tiered Commission Schedule for New Line Premium
· Life: 100% of Sales fees
· Brokerage & Alliance: 25% of Sales Fees
· Bonus structure varies each year
· Income potential is unlimited
Benefits Included for an Account Executive position
· Maintain a good work/life balance
· Test drive the company with potential for career advancement
· Paid Holidays
· Generous PTO Package
· Experience!
Job Type: Full-time
Pay: $42,000.00 - $110,000.00 per year
Education:
- High school or equivalent (Required)
Experience:
- Customer Service: 1 year (Required)
- Sales: 1 year (Required)
Work Location: In person
