Account Executive - Business Development

The Account Executive’s primary focus is to develop high quality new business opportunities and to manage their current clients effectively, ensuring a high level of retention. They may also assist in the solicitation and account management of the company’s employer/association based work-site marketing programs. This position requires the employee to act as the agency/company representative to our prospective clients, fellow professionals, public and general business community.

This is a field position which requires the incumbent to set up an office within their home.

• Contact prospects and clients using in person, telephone and email techniques to provide professional consultative advice about recommended coverages
• Prepare proposals as necessary, complete applications and calculate and quote premium rates for recommended protection
• Explain policy features & benefits, present options, upgrades and provide an overall analysis of protecting the customer’s property & casualty exposures
• Collect premium deposits and record payments
• Assist in the solicitation and account management of employer based worksite marketing opportunities & related association sales activities
• Counsel & advise customers including, but not limited to: identifying risk exposures, explaining coverages and types of policies, suggesting specific coverage enhancements, confirming recommendations in writing when appropriate and resolving general customer inquiries
• Provide customer service & support within the agency on an “as needed” basis
• Achieve established sales production goals
• Ensure new business is consistent with the agency’s standards for acceptable business as this impacts agency loss ratios and profitability
• Perform annual customer account reviews on assigned clients to round out and upsell accounts and improve retention efforts
• Update the agency management system fully to document client interactions to ensure service team can understand what’s going on and to protect agency from E&O issues
• Properly follow established workflow and documentation standards
• Follow up on Suspense Items in a timely manner
• Become proficient with technology tools and applications to achieve the highest levels of efficiency and accuracy
• Prepare regular reports detailing sales and other activities as requested
• Maintain proper insurance licensing
• Responsible for maintaining positive relationships with customers and co-workers
• Perform other related duties as assigned

Voted Boston’s Best Place To Work by the Boston Business Journal since 2009! People stay when they love a company and its culture and our average tenure is over 11 years! We take care of our people with the same warmth and dedication that we do our customers. There is an energy here  are a people-first organization, and you feel that from the moment you walk in the door.

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