As an Account Executive under general supervision, you will be responsible for providing direct sales and service. Contacts are physician prospects, current policyholders and employees at all levels, agents and members of the general public.
Qualifications- 5 years of experience in healthcare or insurance sales including prospecting, sales and client retention
- Bachelor's degree or equivalent combination of education and sales experience
- Ability to travel to San Diego, San Bernardino, and Riverside counties.
ResponsibilitiesNew Business Production- Obtains information needed to recommend appropriate coverage.
- Identifies exposures/opportunities and presents coverage options to decision maker.
- Sets servicing/relationship expectations.
- Sells additional insurance policies to existing accounts as outlined above.
Policy Renewal- Nurtures relationship with decision makers.
- Collaborates with team to set expectations and manage placement and renewal process.
- Collaborates with team to package information to obtain favorable terms.
- Presents terms to client.
- Coordinates renewal sales process.
Prospecting- Networks to create new business opportunities.
- Builds relationships with targeted prospects.
- Builds relationships with third party influencers to gain access to new business opportunities.
- Creates a strong digital social network.
- Creates and executes targeted campaigns.
- Engages in campaign management and tracking.
Learning, Development, & Compliance- Maintain full compliance with all organizational policies, procedures, and established standards (e.g. accurately recording time worked, Submitting PTO, mandatory corporate training)
- Keep technical knowledge and skills current to effectively support department priorities.
- Complete all performance and development activities including the performance review process in a timely manner.
- Fulfill all required training and development obligations to maintain essential skills and credentials.
- Complete all mandatory compliance courses on time, meeting corporate training standards.
- Pursue additional learning opportunities that strengthen professional capabilities and contribute to team and organizational performance, with prior manager approval.
Other Duties Assigned- Support enterprise and departmental objectives by taking on assigned projects and delegated tasks with accountability, attention to detail, and timely execution.
- Identify and implement process improvements that enhance business efficiency and strengthen organizational effectiveness.
- Proactively provide regular updates to leadership on project status, deliverables, and outcomes.
- Maintain flexibility and agility to take on additional responsibilities as organizational needs evolve.
Salary Range: $79,810 - $104,751. Compensation varies based on skills, knowledge, and education. We consider factors such as specialized skills, depth of knowledge in the field, and educational background to ensure fair and competitive pay.
Benefits We offer competitive compensation, an incentive bonus plan, outstanding career opportunities, an exceptional work environment, and an impressive benefits package, which starts with medical, family and bereavement leave; same-sex domestic partner benefits; short- and long-term disability programs; and an employee assistance program. There's more:
- Health, dental, and vision insurance
- Health care tax-free spending accounts with a company match
- 401(k) and Roth IRA with company match, as well as catch-up plans for both
- Vacation days, sick days, and paid personal days each calendar year (with vacation increases based on length of service)
- Paid holidays each calendar year
- Life and travel insurance
- Tax-free commuter benefits
- In-person and online learning opportunities
- Cross-function career opportunities
- Business casual work environment
- Time off to volunteer
- Matching donations to qualifying nonprofit organizations
- Company-sponsored participation at non-profit events
