Remote Account Executive: New Business & Client Growth

Arbella Insurance Group; Fall River (MA); A distancia; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Arbella Insurance Group in Fall River seeks an Account Executive to develop high quality new business opportunities and manage existing client relationships. This field-based role operates from a home office while representing the company to prospects and the business community.

You will prepare proposals, quote premiums, present policy options, upsell accounts, and document client interactions to ensure service excellence. Licensing in insurance is required.

Formación

• Strong prospecting and consultative sales skills.
• Ability to explain policy features and pricing.
• Excellent relationship-building with clients.
• Self-motivated and capable of working remotely.

Responsabilidades

• Contact prospects and clients using in person, telephone and email to provide consultative advice about coverages.
• Prepare proposals, complete applications and quote premium rates for recommended protection.
• Explain policy features and benefits, present options, upgrades and provide analysis of exposures.
• Assist in solicitation and account management of employer-based worksite marketing opportunities.
• Counsel and advise customers on risk exposures, coverages, and policy recommendations.
• Achieve established sales production goals.
• Ensure new business aligns with agency standards and profitability.
• Perform annual customer account reviews to upsell and improve retention.
• Document client interactions in the agency management system to inform service teams.
• Follow established workflow and documentation standards.
• Follow up on Suspense Items promptly.
• Become proficient with technology tools to maximize efficiency and accuracy.
• Prepare regular reports detailing sales and other activities as requested.
• Maintain proper insurance licensing.
• Maintain positive relationships with customers and coworkers.

Conocimientos

Communication

Sales aptitude

Customer service

Herramientas

CRM software

Descripción del empleo

Arbella Insurance Group in Fall River seeks an Account Executive to develop high quality new business opportunities and manage existing client relationships. This field-based role operates from a home office while representing the company to prospects and the business community.

You will prepare proposals, quote premiums, present policy options, upsell accounts, and document client interactions to ensure service excellence. Licensing in insurance is required.