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Account Executive, Municipalities

Company: Keenan & Associates
Location: Riverside
Posted on: July 15, 2019

Job Description:

Responsibilities SUMMARY:Account Executives is tasked with the generation of new business. They prospect for and sell Employee Benefits coverage to new and existing clients in their specified region. Maintain existing relationships with clients in their assigned territory. Our sales cycle is lengthy, therefore qualified candidates must have the ability to build relationships and create a personal bond with clients and prospective clients. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: - Sell core and non-core products/programs to new and existing clients. - Establish and maintain relationships with prospective clients by providing regular visits and open communication. - Use consultative sales techniques to suggest new services and products and make recommendations based on analysis of prospect's existing insurance packages, circumstances and needs. - Collaborate with the P&C counterpart in your assigned territory to maximize sales opportunities. - Establish and maintain relationships with key clients in assigned territory. - Manage marketing's for insurance programs of prospects which includes that all appropriate data is collected, the appropriate marketing forms are completed, and all BenefitPoint marketing procedures are followed. - Develop and deliver presentations. - Prepare and produce scheduled reports in a timely manner. - Maintain SalesForce.com CRM system for assigned territory. - Gather data for the Keenan Employee Benefit survey from prospects and clients, which in turn will provide existing and potential clients with a comparison of benefits within their county and industry, as well as determine coverage information on potential clients. - Attend on-going educational/training programs required by the State to maintain current license status. - Maintain interaction with carrier representatives. - Attend required meetings. - Other duties as assigned. MINIMUM SUGGESTED QUALIFICATIONS: - Minimum of five (5) years of group insurance experience as either an insurance company representative and/or insurance broker, including experience with medical, dental, vision, life and disability insurance programs required. - Must have a proven sales record and be a self-starter. - Bachelor's degree preferred. - Must be detail oriented and have excellent verbal, written and presentation skills. - Ability to build relationships with prospects, clients and Senior Management. - Possess negotiating skills and mathematical ability. - General knowledge of management and decision making of California Public Agencies (i.e., insurance committees, bargaining units, etc.). - Basic underwriting skills and understanding of funding methodologies. SOFTWARE:Proficient in Microsoft Outlook, Excel, PowerPoint, Word as well as SalesForce.com. Adept at accessing business data from the Internet when required. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to use manual dexterity, handle, or feel objects, tools, or controls; reach with hands and arms; and speak or hear. The employee frequently is required to walk, stand and sit. Position requires employee to frequently exert up to 10 pounds of force to move objects and occasionally exert up to 20 pounds of force to move objects. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, verbal, diagram, or schedule form. WORK ENVIRONMENT: Normally not exposed to conditions that are discomforting or disagreeable.

Keywords: Keenan & Associates, Riverside , Account Executive, Municipalities, Other , Riverside, California

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