Account Executive

Brown & Brown; United States; On-site; USD 43,000 - 58,000; Full time

Job summary

Brown & Brown's One80 Intermediaries is seeking an Account Executive to promote Pearl Insurance coverage to potential clients by phone and email, and to service them during the first year of policy coverage.

You will prioritize leads, contact prospects at high volume, present quotes, close sales, and guide applicants through underwriting while logging activities in the CRM and maintaining strong client relationships.

Qualifications

• Associate degree in business management, marketing, or related field.
• 2+ years of sales and/or customer service experience, preferably within the insurance industry.
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
• Property and Casualty license required (or the ability to obtain).
• Proficient with CRM, e-storage, PDF viewers, and MS Office.

Responsibilities

• Prioritize sales leads from various sources.
• Conduct a high volume of customer contact via phone, email, mail, and fax to promote and sell assigned coverage(s).
• Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals in a defined territory.
• Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the sale.
• Facilitate the application and underwriting process with the potential client and the internal underwriter including - sending application to potential clients, finalizing application with any applicable forms, following up when additional information is needed to complete underwriting process.
• Document sales activities in the Customer Relationship Management (CRM) system.
• Build and maintain customer relationships by responding to various questions, needs, and requests.

Skills

Sales experience

Customer service

Interpersonal skills

Insurance license

Education

Assoc degree

Tools

CRM system

E-storage

PDF viewer

MS Office

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

One80 Intermediaries is seeking an Account Executive to join our growing team!

The Account Executive is responsible for promoting and selling assigned Pearl Insurance coverage(s) to potential clients over the phone and through email, mail, and fax. Handles servicing clients during their first year of policy coverage with Pearl.

How You Will Contribute:

• Prioritize sales leads from various sources, such as the Monthly Sales Funnel, Daily Activity Report, and leads from websites, database management, etc.
• Conduct a high volume of customer contact via the phone, email, mail, and fax to promote and sell assigned coverage(s).
• Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals in a defined territory.
• Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the sale.
• Facilitate the application and underwriting process with the potential client and the internal underwriter including - sending application to potential clients, finalizing application with any applicable forms, following up when additional information is needed to complete underwriting process.
• Document sales activities in the Customer Relationship Management (CRM) system.
• Build and maintain customer relationships by responding to various questions, needs, and requests.

Licenses & Certifications:

• Property and Casualty insurance license required (or the ability to obtain).

Skills & Experience to be Successful:

• Associate degree in business management, marketing, or related field.
• 2+ years of previous sales and/or customer service experience, preferably within the insurance industry.
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
• Property and Casualty insurance license required (or the ability to obtain).
• Regular use of a personal computer including ability to use the following software/systems:
• Customer Relationship Management (CRM) system
• E-storage solutions
• Adobe or Foxit PDF
• MS Office - Word, PowerPoint, Excel, Outlook, etc.

Pay Range

$24.04 - $24.04 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".