Posted 7 days ago
Account Executive (Remote)
Work From HomeRemoteFull-time
AI Summary
An Account Executive at Protective develops assigned insurance agencies by promoting Portfolio products, managing dealer relationships, and ensuring agency growth and success.
About this role
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
The Account Executive is responsible for developing assigned agencies by promoting Portfolio products, while maintaining the company’s philosophies and principles. Works with our entire organizational staff to ensure the success of assigned agencies with professionalism and enthusiasm and being the point of reference for all concerns, issues, and direction for everything pertaining to assigned agencies.
Essential Job Duties & Responsibilities:
• To be a product knowledge and technology expert in ALL environments
• Work with management and Client Relations teams to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
• Take immediate action to meet the needs of clients
• Responsible to work with others to work through/resolve issues with current clients
• General Management of current assigned agencies
• Proper delegation of work through the Business Development and Client Relations teams
• Accountable for meeting annual production forecast expectations
• Conduct Retro/Reinsurance and custom dealer presentations
• Complete Retro/Reinsurance reviews for ALL assigned agency business
• Manage assigned agencies Dealer’s remittance trends
• Manage assigned agencies attrition for current dealers
• Accountable for keeping expenses within the established guidelines
• Responsible for working with the accounting department on all accounting issues related to assigned agencies
• Responsible for working with the Claims department on claim issues related to assigned agencies
• Take ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Travel 70-80% of the time (air, road, etc.)
• Other Job Duties as assigned
• Work with management and Client Relations teams to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
• Take immediate action to meet the needs of clients
• Responsible to work with others to work through/resolve issues with current clients
• General Management of current assigned agencies
• Proper delegation of work through the Business Development and Client Relations teams
• Accountable for meeting annual production forecast expectations
• Conduct Retro/Reinsurance and custom dealer presentations
• Complete Retro/Reinsurance reviews for ALL assigned agency business
• Manage assigned agencies Dealer’s remittance trends
• Manage assigned agencies attrition for current dealers
• Accountable for keeping expenses within the established guidelines
• Responsible for working with the accounting department on all accounting issues related to assigned agencies
• Responsible for working with the Claims department on claim issues related to assigned agencies
• Take ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Travel 70-80% of the time (air, road, etc.)
• Other Job Duties as assigned
Education & Experience Required:
• Attention to detail and quality of service clients.
• Well-developed organizational skills and the ability to successfully manage multiple issues and demands
• Excellent communication skills, both verbal and written
• Excellent in building relationships and partnerships
• A strong sense of urgency and a desire to succeed
• Driven by Integrity
Education and Qualification Requirements:
• Strong computer skills including proficiency with Microsoft Office, CRM Software, and internal software systems
• High School diploma or equivalent
• Problem resolution experience
• Strong sales aptitude
• 5+ or more years’ experience in an automotive sales related environment
• Well-developed organizational skills and the ability to successfully manage multiple issues and demands
• Excellent communication skills, both verbal and written
• Excellent in building relationships and partnerships
• A strong sense of urgency and a desire to succeed
• Driven by Integrity
Education and Qualification Requirements:
• Strong computer skills including proficiency with Microsoft Office, CRM Software, and internal software systems
• High School diploma or equivalent
• Problem resolution experience
• Strong sales aptitude
• 5+ or more years’ experience in an automotive sales related environment
Skills
AccountingAttrition ManagementBusiness DevelopmentClaims ManagementClient RelationsCRM SoftwareDealer Remittance ManagementInternal Software SystemsMicrosoft OfficeProblem ResolutionRetro/ReinsuranceSales Aptitude
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