C

Account Executive

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Job Description - Account Executive

Company Description

Combined Insurance Company is a multi-billion dollar corporation, established in 1922. The company is headquartered in Chicago, IL but is active in all 50 states, 10 other countries, and looking to expand rapidly throughout every city nationwide. A forerunner in the supplemental insurance industry--offering products ranging from accident, short-term disability, cancer, and even critical illness--Combined Insurance has received an "A" rating from AM Best, and proves to be a standard raiser for companies throughout the world.

Job Description

  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approaches potential clients by making presentations to iindividuals one on one, in groups and via the telephone speaking on the subject of their financial and physical well-being.
  • Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage; ascertaining long-term goals.
  • Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Obtains underwriting approval by completing application for coverage.
  • Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Updates job knowledge by participating in educational opportunities such as weekly trainings; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Qualifications

 Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysisll be kept confidential according to EEO guidelines.

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