Account Executive (Remote)

Protective Life; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

Protective Life seeks an Account Executive to develop assigned agencies by promoting Portfolio products and upholding company principles. You will work with the broader team to ensure agency success, serve as the point of contact for all concerns, and drive growth across portfolios.

Role requires strong product knowledge, client relation skills, and willingness to travel approximately 70%. You will coordinate with management,Client Relations, accounting, and claims to meet objectives and

Qualifications

• Product knowledge and technology expert in all environments.
• Develop processes with management and Client Relations to grow current accounts.
• Take immediate action to meet client needs.

Responsibilities

• Provide product knowledge and act as a technology expert across environments.
• Collaborate with management and Client Relations to grow current accounts and optimize processes.
• Respond promptly to client requests and issues.
• Coordinate with accounting, claims, and business development teams to resolve issues.
• Oversee current assigned agencies and ensure adherence to guidelines and forecasts.
• Manage dealer remittance trends and attrition for assigned agencies.
• Travel as required to support agencies (approx. 70%).

Skills

Product knowledge

Client relations

Communication

Problem solving

Travel willingness

Job description

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Account Executive is responsible for developing assigned agencies by promoting Portfolio products, while maintaining the company’s philosophies and principles. Works with our entire organizational staff to ensure the success of assigned agencies with professionalism and enthusiasm and being the point of reference for all concerns, issues, and direction for everything pertaining to assigned agencies.

Essential Job Duties & Responsibilities:

• To be a product knowledge and technology expert in ALL environments
• Work with management and Client Relations teams to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
• Take immediate action to meet the needs of clients
• Responsible to work with others to work through/resolve issues with current clients
• General Management of current assigned agencies
• Proper delegation of work through the Business Development and Client Relations teams
• Accountable for meeting annual production forecast expectations
• Conduct Retro/Reinsurance and custom dealer presentations
• Complete Retro/Reinsurance reviews for ALL assigned agency business
• Manage assigned agencies Dealer’s remittance trends
• Manage assigned agencies attrition for current dealers
• Accountable for keeping expenses within the established guidelines
• Responsible for working with the accounting department on all accounting issues related to assigned agencies
• Responsible for working with the Claims department on claim issues related to assigned agencies
• Take ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Travel 70-