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Commercial Lines Account Executive- DSM
Location:
West Des Moines, IA
Description:
When you become an employee of Midwest Heritage, you enjoy the friendliness and direct customer care of a community bank while also enjoying the many benefits of a larger organization, Hy-Vee. Hy-Vee is one of the largest employee-owned companies in the United States. With the family of Hy-Vee companies, your career opportunities are endless. The core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth. We invite you to join our team of friendly, fun, and hard-working employees. The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets. This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home & auto) insurance products. This is a work from home position with the ability to utilize a local Midwest Heritage office. Essential Functions: Business Development: Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property & casualty business. Assist in cross-selling/up-selling insurance products to existing customers. Promote Midwest Heritage financial products and services to existing and current customers. Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers. Collect all required client data and information for development of a professional sales proposal. Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets. Industry & Product Expertise: Participates in training on Midwest Insurance Services sales processes, systems, and practices. Continues to further knowledge of commercial products and service offerings. Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue. Actively involved with industry and community organizations. Customer Service: Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling. Effectively manages workload to achieve excellent client service results. Timely and efficient follow-up with carriers, clients, and prospects. Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments. In-House Relationship Management: Demonstrates a positive attitude and builds customer focused relationships with staff. Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed. Reports to work when scheduled and on time. Administration: Learn and proficiently use various carrier websites and quoting/renewal procedures. Develops and maintains positive relationships with insurance carriers and vendors. Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts. Attends scheduled agency and carrier meetings. Maintains current agent license, certifications, and CE requirements for each renewal period.
Company:
Midwest Heritage
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Commercial Lines Account Executive- DSM
Commercial Lines Account Executive- DSM is a Sales Account Executive Job at Midwest Heritage located in West Des Moines IA. Find other listings like Commercial Lines Account Executive- DSM by searching Oodle for Sales Account Executive Jobs.
Commercial Lines Account Executive- DSM is a Sales Account Executive Job at Midwest Heritage located in West Des Moines IA. Find other listings like Commercial Lines Account Executive- DSM by searching Oodle for Sales Account Executive Jobs.