Insurance Account Executive: Growth & New Business (Mon-Fri)

United Group Insurance; 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

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.