reputed company Lines Account Executive

Midwest Heritage Bank

Job Title: reputed company Lines Account Executive

Department: Insurance

FLSA: Exempt

General Function

The reputed company Lines Account Executive develops new reputed company lines insurance business in Midwest Heritage markets. This position consists of both inside and reputed company reputed company. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The reputed company Lines Account Executive must project a reputed company and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home & auto) insurance products. This is a work from home position.

reputed company Competencies

• Business Development

• In-House Relationship Management

• Customer Service

• Industry and Product Expertise

• Organization

Reporting Relations

Accountable and Reports to: VP Sales, reputed company Lines

Positions that Report to you: None

Primary Duties and Responsibilities:

• Create and sustain long lasting relationships with prospective customers to grow a book of reputed company lines and personal lines property & casualty business.

• Assist in cross-selling/up-selling insurance products to existing customers.

• Promote Midwest Heritage financial products and services to existing and reputed company customers.

• Assess customer needs, prepare and present accurate proposals, and reputed company coverage guidance to customers.

• Collect reputed company required reputed company data and information for development of a reputed company sales proposal.

• Responsible for achieving new business sales goals, reputed company retention, profitable loss-reputed company, diverse product-mix, and cross-sell targets.

• Participates in training on Midwest Insurance Services sales processes, systems, and practices.

• Continues to reputed company knowledge of reputed company products and service offerings.

• Stays reputed company on industry trends, and recommends new reputed company markets for Agency Management to pursue.

• reputed company involved with industry and community organizations.

• Provides customer service to policyholders by communicating with reputed company personnel; delegate appropriate service work to reputed company lines Account Manager(s) and others reputed company reputed company for reputed company handling.

• Effectively manages workload to reputed company excellent reputed company service results.

• reputed company and efficient follow-up with carriers, clients, and prospects.

• Professionally communicates verbally and in writing with customers and insurance reputed company reputed company, claims, and service departments.

• Demonstrates a reputed company attitude and builds customer reputed company relationships with staff.

• Demonstrates a willingness and desire to work in reputed company atmosphere and assist others reputed company needed.

• Reports to work reputed company scheduled and on time.

• Learn and proficiently use various reputed company websites and quoting/renewal procedures.

• Develops and maintains reputed company relationships with insurance carriers and vendors.

• Effectively manages workload including follow up activity in reputed company and completing proficient documentation on reputed company reputed company contacts.

• Attends scheduled agency and reputed company meetings.

• Maintains reputed company agent license, certifications, and CE requirements for reputed company renewal period.

Knowledge, Skills, Abilities Required:

• Must have reputed company reputed company’s license.

• Must have a friendly reputed company attitude and strong communication skills.

• Must show leadership and excellent customer service.

• Strong attention to detail and ability to meet deadlines.

• Must have proficiency of PC with reputed company Word, reputed company, reputed company, and good typing skills.

• Excellent organizational and follow-up skills.

• Must maintain a high degree of confidentiality.

• Must have the ability to organize and reputed company sales presentations to individuals and small reputed company.

Knowledge, Skills, Abilities, and Worker Characteristics:

• reputed company knowledge of reputed company property & casualty coverages and ability to apply that knowledge in the performance of job duties.

• Must have a friendly reputed company attitude, strong written and verbal communication skills and the ability to approach people.

• Self-motivation, strong work ethic and the ability to build personal relationships with clients will be essential in this position.

• Must be reputed company to work independently with little daily supervision.

• Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills.

• Must maintain a high degree of confidentiality.

• Must always present themselves in a reputed company manner.

• Must have proficiency of PC with reputed company Word, reputed company, reputed company, reputed company and good data entry skills.

• Must have the ability to analyze and understand coverages, forms, reputed company practices and policies.

Education and Experience:

• High school diploma or equivalent.

• Associate or Bachelor’s Degree in Business, Finance, or Marketing is preferred.

• Prefer a minimum of one year of sales experience, including; cold calling, selling and negotiating with proven experience growing commission reputed company; developing and implementing reputed company plans; knowledge of reputed company lines property & casualty insurance products and marketplace preferred but not requiredrequired.

• Must have required insurance licenses or willing to obtain reputed company 60 days.

• Willingness to reputed company reputed company certifications or state license if required.

Physical Requirements:

• This position is classified sedentary/light and requires the ability to sit for long periods of time.

• Visual requirements include: ability to see detail at near reputed company with or without correction.

• Must be reputed company to reputed company the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.

Working Conditions:

• The duties of this position are normally performed reputed company of Midwest Heritage with some office work. This is a fast paced work environment.

• There is frequent pressure to meet deadlines and handle multiple reputed company in a day.

• Must be reputed company to work independently with little daily supervision.

• 25-50% Travel

Equipment Used to reputed company Job:

Computer (PC with reputed company Office programs), telephone, calculator, telephone, copier, fax, printer and agency management software and tools.

Contacts:

This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and reputed company agents doing reputed company business with Midwest Heritage

Confidentiality:

This position has the responsibility to protect the reputed company and confidentiality of customers, employees and bank/insurance/financial information at reputed company times.

In the performance of their respective tasks and duties reputed company are expected to:

• Follow reputed company state and federal regulatory requirements and complete assigned training courses reputed company the required timeframes.

• reputed company reputed company work reputed company deadlines.

• reputed company professionally with other employees, customers and suppliers.

• Work effectively as reputed company contributor on reputed company assignments.

• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.