Account Executive

The Juris Agency; Red Oak (IA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Disability Insurance

Mon-Fri Schedule

Retirement Plan

Job summary

The Juris Agency is seeking an Account Executive to drive new business, grow existing accounts, and advise clients on insurance and risk management solutions. You will lead meetings, prepare proposals, and work with internal teams to ensure exceptional client experiences.

You will act as a trusted advisor across commercial, personal lines, life, health, and employee benefits where applicable, while developing referral networks and nurturing long-term client relationships.

Qualifications

• Education aligned with insurance or sales is a plus.
• Experience in insurance sales is beneficial.
• Ability to obtain Property & Casualty license within timeframe.

Responsibilities

• Develop and execute a sales plan to achieve revenue goals.
• Identify and cultivate new business opportunities through referrals and networking.
• Generate qualified leads and maintain a strong sales pipeline.
• Meet with clients to uncover needs and propose insurance solutions.
• Prepare proposals and presentations for prospective clients.
• Negotiate and close new business opportunities.
• Build and maintain relationships with clients and centers of influence.
• Identify cross-selling opportunities and participate in renewal strategy.
• Collaborate with service teams to ensure client satisfaction and retention.
• Represent the agency at events and in the community.
• Maintain accurate prospect and client records in CRM.

Skills

Communication skills

Interpersonal skills

Sales orientation

Prospecting

Closing skills

Time management

Organization

Independent work

Education

High school diploma

College degree preferred

Tools

CRM platforms

Microsoft 365

Agency management systems

Job description

Job Description

The Account Executive is responsible for generating new business opportunities, developing client relationships, and expanding existing accounts through a consultative sales approach. This position focuses on driving revenue growth by identifying prospects, conducting sales appointments, recommending insurance and risk management solutions, and collaborating with internal service teams to deliver exceptional client experiences.

The Account Executive serves as a trusted advisor to clients while actively pursuing new opportunities in commercial, personal, life, health, and employee benefits lines, as applicable.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Disability Insurance
• Mon-Fri Schedule
• Retirement Plan

Responsibilities

Business Development

• Develop and execute a sales plan to achieve individual revenue and production goals.
• Identify, prospect, and cultivate new business opportunities through referrals, networking, community involvement, and targeted outreach.
• Generate qualified leads and maintain a strong sales pipeline.
• Conduct client and prospect meetings to uncover needs and recommend appropriate insurance solutions.
• Prepare and deliver proposals and presentations to prospective clients.
• Negotiate and close new business opportunities.

Account Growth and Retention

• Build and maintain strong relationships with clients and centers of influence.
• Identify opportunities for cross-selling and upselling additional products and services.
• Participate in account reviews and renewal strategy discussions.
• Work collaboratively with service team members to ensure client satisfaction and retention.
• Assist in resolving client concerns and coverage issues when necessary.

Relationship Management

• Develop long-term relationships with business owners, individuals, and community partners.
• Serve as a trusted resource regarding insurance, risk management, and related services.
• Maintain regular contact with clients and prospects.
• Represent the agency at community, networking, and industry events.

Sales Administration

• Maintain accurate prospect and client records within agency management and CRM systems.
• Track sales activity, pipeline development, and production results.
• Ensure all documentation and applications are completed accurately and timely.
• Remain current on carrier products, underwriting guidelines, and industry trends.

Requirements

Education & Experience

• High school diploma required; college degree preferred.
• Insurance sales experience preferred.
• Property & Casualty license required or ability to obtain within a specified timeframe.

Skills & Competencies

• Strong communication and interpersonal skills.
• Ability to build relationships and earn client trust.
• Self-motivated with a strong sales orientation.
• Excellent prospecting and closing abilities.
• Strong time management and organization skills.
• Ability to work independently and collaboratively.
• Proficiency with agency management systems, CRM platforms, and Microsoft 365 applications.