The Account Executive, under the direct supervision of the Account Representative Manager, provides quality and timely customer service to the clients of National Insurance Services. This position is also responsible for sales of group employee benefits to school districts and municipalities with a focus on Insured Products. National Insurance Services (NIS) provides employee benefit solutions exclusively for public sector organizations so that you can more easily deliver essential services to your local community.
Responsible for cross selling existing accounts and service of existing accounts within the designated geographic territory. Responsible for Insured Product prospecting and sales within the designated geographic territory. Serve as the primary contact for groups and works with the Account Representative Manager, Insured Product Vertical VP and Customer Service Manager, Underwriting and other company resources to resolve outstanding issues. Identifying and creating client needs for products and service. Preparation and oral presentations in a Group setting as required. Cross selling and or hand off to sales of products associated with the Retirement Income Division and Full Benefit Consulting. Maintain and update all systems databases and customer files per company guidelines. (CRM) Keep the Account Representative Manager, Insured Product Vertical VP and/or Sales Representative(s) fully informed of the status of all projects. Assist the Account Representative Manager, Insured Product Vertical VP and/or Sales Representative(s), or others, on special projects as requested. Bachelor's degree or equivalent experience in the group insurance industry. Life and health insurance licenses required – or the ability to obtain both, within 90 days of hire. One year experience in a customer service environment or any combination of education and/or experience, which would provide an equivalent background. Demonstrated ability in problem solving and negotiation with special emphasis on closing the sale. Group long term disability and life background desired. Ability to travel 70% of the time and accommodation of overnight stays multiple times per month. Excellent organizational skills. Possess the ability to read and understand insurance contract language. Analytical ability is required to be able to analyze and identify problems, offer proposed solutions and implement the agreed upon solution. Must have good communication skills, both oral and written. Must have a high level of interpersonal skills, and the ability to demonstrate poise, tact and diplomacy. Must have knowledge of a variety of computer software applications in word processing, spreadsheets, and database software. Work requires continual attention to detail in composing, typing and proofing materials. Incumbent must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands and to seek supervisory assistance as appropriate. Ability to work independently and within a team environment. Consistent daily attendance and the ability to work overtime occasionally at last minute. To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:??
Competitive base salary.?? Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days. Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.??? Company match 401(k) plan – 50% up to 6%!?? Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.??? Opportunity to prioritize your mental health with 24/7 access to licensed therapists.?? Pet benefits & discounts.??? Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company Working Conditions Monday through Friday; 8:00 a.m. to 5:00 p.m. (or as mutually agreed to by the parties); 1 hour lunch; overtime as required. Ability to travel by car, plane or other common means of transportation. Position is primarily sedentary in nature with relatively equal amounts of sitting, standing, and walking. Infrequent light physical effort may be required. Hybrid. Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.
Accretive is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
