Insurance Sales & Client Relationship Account Executive

Summary:

Do you thrive in building strong relationships and helping businesses secure their future? We're seeking a passionate and driven individual to join our team as an Insurance Sales & Client Relationship Manager. You'll play a key role in developing and managing client relationships, ensuring they have the right insurance coverage and HR services for their needs.

Responsibilities:

• Partner with businesses to identify their insurance and HR needs.
• Craft customized insurance packages and recommend effective HR solutions.
• Guide clients in selecting the best coverage and services to meet their specific goals.
• Become a trusted advisor, proactively suggesting updates and overseeing renewals.
• Develop and deliver compelling presentations – both virtually and in person.
• Build a robust pipeline of potential clients through networking and prospecting.
• Collaborate with internal teams to ensure successful outcomes for clients.

Qualifications:

• Proven success in business-to-business sales (5+ years)
• Experience in the insurance or professional service industry (2+ years preferred)
• Strong understanding of various insurance products and HR services
• Excellent communication, presentation, and interpersonal skills
• Ability to build strong, lasting relationships with clients
• Proficiency in MS Office Suite, CRM software, LinkedIn, and virtual meeting platforms
• Self-motivated with a drive to exceed goals
• Valid Ohio Life, Accident, and Health insurance license (or obtainable within 30 days)

Benefits:

• Competitive salary and commission structure
• Opportunity for professional growth and development
• Collaborative and supportive work environment

Education:

• High school diploma or equivalent required; Bachelor's degree preferred

Travel:

• Some regional travel required

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prolonged periods sitting at a desk and working on a computer.

• Must be able to lift up to 15 pounds at times.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or veteran's status.

Applicants with a disability or a disabled veteran may request a reasonable accommodation if he/she is unable or limited in his/her ability to access job openings or apply for a job on our website as a result of his/her disability. The applicant may request reasonable accommodations by contacting us at 317-661-1740.