BONDS ACCOUNT EXECUTIVE About Us Top trusted risk advisor and solution provider for personal and business insurance where we work together to create the ultimate experience. We educate, advocate, and protect our people. We safeguard your future. We win by protecting people. About the Role The Bonds Account Executive will act as the producer in developing and maintaining favorable relationships with new and existing clients in order to increase revenue and ensure that organizational services consistently meet client needs. Also assists producer(s) with sales goals and responsibilities. What You’ll Be Doing (Essential Responsibilities) - Conduct detailed surveys to identify customer survey needs. Expected to achieve annual producer sales plan objectives.
- Prepare sales proposals and marketing information.
- Work with service support staff to complete carrier submissions and to answer client questions about survey applications and likelihood of acceptance.
- Maintain extensive contact in person, by phone and mail (electronic/postal), with clients, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service.
- Monitor expiration listings and participate in renewal collaboration with service personnel, follow-up on outstanding or pending business matters. Attend sales meetings as required.
- Keep informed through vigilant review and appraisal of industry development and competitive markets, participates in carrier and agency training meetings and sessions, and maintains appropriate licensure.
- Perform special projects at producer’s request.
You Will Succeed by: Working Together. Collaborative | Inclusive | Open Communication Creating WOW. Professional | Consistent | Passionate Earning Trust. Positive | Empathy | Respect Embracing Innovation. Proactive | Problem solvers | Openminded What You’ll Bring to Us - High school diploma or GED required; bachelor’s degree (BA/BS) preferred in banking, accounting, finance, or a related field.
- 0-3 Years of experience in the insurance industry or a related field is desired.
- Excellent written and Verbal communication skills and enjoy working with people in a high-volume customer service environment.
- Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
- Ability to read and interpret complex industry documents such as balance sheets, income statements, tax returns, and procedures/policy manuals, and apply within prescribed routines and practices.
- Ability to thoroughly analyze product information, and make timely and practical recommendations to managers, service personnel, and clients.
- Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
- Must demonstrate competence in computer and office equipment operations. Experience with MS Office products (Word and Excel) and the Internet are highly desirable.
- Must be able to secure and maintain insurance licensure, at company expense.
What We Need You to Know - Full-time
- Hours are 8:00 am to 4:30 pm
- Travel: Minimal
The Fine Print - Work is typically performed in a standard office setting with no travel required.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- May be required to work more hours than normally expected during a regular workweek.
- Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
TROXELL is an Equal Opportunity Employer and offers a competitive salary with a comprehensive benefit package including Medical, Dental, Vision, Flexible Spending, Employer Paid Life Insurance, Short Term and Long Term Disability, 401(k) with Employer match, Paid Time Off, and Continuing Education.
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