Personal Lines Account Executive New Business Sales High Net Worth
Who You Are:
You are a Personal Lines Account Executive, with 3 to 7 years of experience, comfortable in the High Net worth space. You enjoy networking and creating a center of influence for your clients. Referrals are second nature for you and you serve the role of a true risk consultant for your clients. You are looking to advance your career and grow with a strong company.
Who We Are:
Starkweather & Shepley is a 139 year-old company with the reputation of being one of the Best Places to Work in our territory. We are owned by a Trust, run by the Trustees, which the mission to provide stability and security for our clients and our employees. We offer a competitive compensation package including base salary, annual bonus , 401 (k) match, and generous profit sharing plan. We also afford the opportunity to participate in Quarterly Sales Contests, attractive commission structure and Annual Leader's trip.
Our benefits package is equally as robust including Medical, Dental, Vision, FSA and HRA plans. We offer an open ended vacation and sick policy as well as a relaxed dress code. Also offered are Life, LTD, voluntary opportunities for Supplemental Life, Supplemental LTD and Pet Insurance with Accident and Critical Care coverage coming soon.
Job Summary:
This individual is responsible for New Business sales and retention of existing book of personal lines accounts. It is critical for this individual to provide sales, service and general stewardship to new and existing clients in accordance with agency guidelines. This person will also identify and follow through on cross-sell and referral business opportunities by supporting agency sales initiatives.
Objectives are set for new business development, client service, account development and renewal retention.
This role works under little supervision and has the autonomy and discretion to successfully meet job duties.
What you bring to the table:
3-7 years experience in Insurance Sales / High Net Worth space
Producer license is Mandatory
Bachelor’s degree in relative field preferred
AAI, AIS designations preferred
Fluency is MS office products
Superior verbal and written communications skills
Strong Presentation Skills
Expertise in Personal Lines Insurance Coverage and terminology.
Ability to multitask and operate in an ever changing environment is critical
Ability to work well in a team environment
Hardworking, Willing to invest the time to produce results