Client Executive, Employee Benefits

Lowell, Massachusetts, United States | Full-time

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Summary:

Sell insurance, serve existing accounts and develop new business accounts in accordance with the objectives and procedures outlined by the President and department managers.

Essential Job Functions:

Primary Job Duties and Responsibilities

  • Develop and achieve maximum sales volume consistent with sales projections.
  • Actively generate new leads through community activities, association meetings and cold calls. Obtain expiration dates and other information to turn leads into prospects and clients.
  • Schedule and meet regularly with prospects and clients at their place of business to deliver service and to make sales presentations.
  • Submit data on potential accounts and renewals to support personnel for processing, present proposals to prospects and clients, close sale and deliver policies.
  • Handle complex processing and claim situations with client and/or company personnel.
  • Refer commercial insurance leads to appropriate Producer.
  • Attend sales meetings as required.
  • Promote agency and insurance industry in the community.
  • Participate in company and agency sales contests.
  • Keep informed of industry developments through review of trade press and by attending company training meetings on new products.
  • Perform other specific duties and projects as assigned by the President or Employee Benefits Manager.
  • Pursue a program for personal and professional development.

Skills and Abilities

  • Well-groomed and neat appearance.
  • Demonstrate skills of persuasion.
  • High degree of self-discipline and motivation.
  • This job requires work to be performed out of the office most of the time and requires willingness and ability to travel extensively and to attend agent’s conventions and other industry meetings if so instructed.
  • Flexibility to manage, coordinates, and prioritize workload.
  • Consistent attention to detail and accuracy in all aspects of work.
  • Adherence to all personnel policies, procedures and rules contained in the Employee Handbook.
  • Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable.
  • Ability to maintain professional and cordial relationships with customers, clients, and co-workers.
  • Ability to adapt to change and manage stressful situations professionally.
  • Demonstrate flexibility as priorities and deadlines shift, juggle multiple assignments.
  • Ability to work in and contribute to culture of teamwork and cooperation.
  • Treat people with respect.
  • Accept both positive and negative constructive feedback from others and make adjustments to performance based on such feedback.
  • Demonstrate initiative and ability to work independently.
  • Be accountable for responsibilities of the position, meet deadlines, and live up to commitments.

Education and Experience Requirements

  • Bachelor’s degree preferred
  • Technical education helpful and willingness to continue education essential
  • Successful sales record either in insurance industry or other industry helpful
  • Holds required and appropriate Producer’s license

To Apply:

Please include your resume and a cover letter when applying.  No phone calls and direct candidates only, please.

Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees.  Come join us!