Account Executive

Independent Insurance Agents of Wisconsin (IIAW); Town of Middleton (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Dental insurance

Paid time off

Training & development

Vision insurance

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Independent Insurance Agents of Wisconsin (IIAW) is seeking an Account Executive to grow commercial and employee benefits opportunities. You will meet sales and service standards within set timelines, identify prospects, provide quotations, and maintain strong client relationships.

The role requires Wisconsin licensure within three months, a bachelor’s degree or higher education, and proven B2B sales success. You will work to renew clients and contribute to team goals in a fast-paced environment.

Qualifications

• Hold Wisconsin agent's license or ability to obtain within three months of hire.
• Minimum one year of sales experience and a bachelor’s degree or postsecondary education.
• Strong knowledge of insurance products to secure new business and maintain clients.
• Proven B2B sales success with presentation, persuasion, and negotiation skills.
• Excellent written and verbal communication; ability to work independently.

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain relationships with prospects and clients through follow-up, timely quotations, and account support.
• Partner, network, and plan for new clients and business opportunities.
• Monitor and report on metrics to ensure sales targets are achieved and document sales activity.
• Collaborate with team members and agency partners as needed.
• Support and prepare clients for renewal and retention; maintain strong client relationships.
• Maintain CE and stay informed on industry information, products, legislation, coverages, and technology to improve knowledge and performance.
• Learn and improve technical and sales skills.
• Accept new business leads and other duties as assigned by management.

Skills

Sales experience

Communication skills

People-oriented

Time management

Independent worker

Technology proficiency

Education

Bachelor’s degree or postsecondary education

Job description

Benefits:

• Dental insurance
• Paid time off
• Training & development
• Vision insurance
• 401(k) matching
• Bonus based on performance
• Competitive salary

Responsible for developing new business opportunities, in commercial and employee benefits departments. Account Executive is expected to meet sales and service standards within set timelines.

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with prospects and clients through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members and agency partners as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Learn and improve technical and sale skills.
• Accept new business leads and other duties as assigned by management.

Qualifications

• Hold Wisconsin agent's license or the ability to obtain within three (3) months of hire.
• Minimum of one year of sales experience, as well as a Bachelor’s Degree or postsecondary education.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented and customer-focused in developing new client relationships and servicing existing clients.
• Possess outstanding organizational, superior written and verbal communication skills with an ability to work independently.
• Have excellent time management skills, thrive in a team environment, and have technology and computer proficiency including Agency Management Systems.
• Maintain a high level of confidentiality.