Business Insurance Account Executive

Added
2 minutes ago
Type
Full time
Salary
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crm salesforce sales insurance brokerager
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πŸ“‹ Description

  • Make outbound dials to prospective and existing small business clients to assess their complex
  • Quote and issue Property & Casualty policies, primarily with the NEXT Insurance carrier, in our
  • Achieve required daily, weekly, and monthly sales activity expectations.
  • Provide human-in-the-loop support to optimize the AI Insurance Advisor, Gus, and assist customers
  • Maintain client relationships, manage policy renewals, and facilitate changes or endorsements to
  • Act as a trusted liaison between clients and carriers, including assisting clients with reports of

🎯 Requirements

  • Proven experience in insurance sales or brokerage, with coverage level knowledge of commercial
  • Active Property & Casualty insurance producer's license
  • Excellent verbal and written communication, strong listening, and rapport-building skills to
  • Strong sales and negotiation abilities with proven record of meeting sales targets
  • Working knowledge of carrier quoting systems, proficiency in insurance software, and familiarity
  • Comfortable using AI tools and automation to enhance productivity, decision-making, and

🎁 Benefits

  • Competitive base pay
  • Benefits
  • Equity (RSUs)
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