Account Executive, Construction Claims & Estimating

Balanceclaims; Indianapolis, Northern (IN, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Balance Platform, LLC in Indianapolis, IN is seeking an Account Executive to drive new business and manage client relationships across our claims estimating and supplementing services. You will own the full sales cycle from lead sourcing through closing and onboarding, with ongoing account management support for larger corporate accounts.

This in-office role emphasizes proactive pipeline development, client onboarding, and ongoing satisfaction checks with opportunities for upsell and cross-sell

Qualifications

• Experience building and managing a sales pipeline.
• Ability to qualify inbound leads using scripts and SOPs.
• Experience onboarding new clients and managing onboarding.
• Proven ability to upsell/cross-sell opportunities.

Responsibilities

• Proactively build and manage a personal pipeline through cold calling, networking, referrals, and industry events.
• Respond to and qualify inbound leads generated through marketing efforts, using provided scripts and SOPs to move them through the pipeline.
• Vet inbound leads to understand client needs and match them to the right service offering.
• Convert qualified leads to closed deals to achieve sales goals, or disqualify with sufficient justification.
• Onboard new clients to ensure a smooth transition into service.
• Conduct regular check-ins with clients during implementation phase to assess satisfaction, gather feedback, and identify upsell and cross-sell opportunities.
• Provide account management support for larger corporate accounts as necessary, partnering with the Account Management team on service continuity and escalations.
• Monitor client portfolio health to identify potential issues and proactively address them.
• Keep clients informed on services and opportunities aligned with their business needs.

Skills

Cold calling

Lead qualification

Client onboarding

Account management

Relationship building

Communication

Time management

Job description

Balance Platform, LLC in Indianapolis, IN is seeking an Account Executive to drive new business and manage client relationships across our claims estimating and supplementing services. You will own the full sales cycle from lead sourcing through closing and onboarding, with ongoing account management support for larger corporate accounts.

This in-office role emphasizes proactive pipeline development, client onboarding, and ongoing satisfaction checks with opportunities for upsell and cross-sell