Insurance Sales: Account Executive

POSITION TITLE: Account Executive      

REPORTS TO: Cross-Functional  

CLASSIFICATION: Exempt                         

DATE: May 2025

EEO CLASSIFICATION: Professionals

POSITION SUMMARY:

The primary responsibility of the Account Executive is to nurture existing client relationships, drive new business opportunities, and meet sales goals. The Account Executive will oversee a portfolio of assigned accounts, while actively identifying potential clients, conducting market research, and networking.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:

• Provides risk management services to clients, with growth expectations different than those of a Risk Advisor
• Generates new business opportunities with an annual sales goal of $10,000 or more
• Fosters and maintains client relationships by managing a book of business with little to no Account Manager or Risk Advisor support 
• Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policies
• Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT) 
• Network in community or specialty area 
• Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently 
• Complete onboarding/integration plans for new business to ensure exceptional client experience
• Review renewals 90-120 days prior to renewal. Request necessary updates from the client and request changes with carrier and/or remarket account 
• Proactively communicate with accounts to address concerns, gather feedback, and identify opportunities for account growth
• Manage and analyze information from clients and proactively present additional solutions to minimize exposures 
• Round out existing accounts by proactively selling additional coverages or policies
• Manage account satisfaction levels and take proactive measures to ensure high levels of account retention 
• Accurately manage all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met 
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external 
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions 
• Embrace the tools provided including following established workflows & processes
• Support agency autonomy items including marketing, etc. as appropriate for your agency location 
• Travel or visit clients and to attend carrier and company training when necessary 
• Maintain confidentiality of client and company information 
• Perform other duties, as assigned, appropriate to the position 

SKILLS & COMPETENCIES:

• Proven experience in an Account Executive role, customer relationship management and/or sales 
• Desire to obtain license as required within 30 days of hire, if not currently licensed 
• Experience in the insurance industry is preferred 
• Exposure to agency management software tools, such as Epic
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions in a paper-free environment
• Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
• Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
• Knowledge of the insurance industry terminology and documentation
• Ability to collect, analyze, and interpret insurance-related data
• Self-starter, motivated to grow, make connections in the community and develop a book of business

Physical Demands: The primary language of First MainStreet is English. Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms. Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.