Insurance Account Executive
sfistn simmons first insurance of tn
📍 jackson tennessee nashville tennessee memphis tennessee united states🕐 1mo ago🔗 workday
Job Description
It's fun to work in a company where people truly BELIEVE in what they're doing!
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_We're committed to bringing passion and customer focus to the business._
The Insurance Account Executive prospects for and secures new group benefit clients. Also, provides daily customer service and an annual market analysis at each product renewal date.
**Essential Duties and Responsibilities**
* Works within the Simmons Referral Network and beyond to secure new leads for business.
* Prospects for and secures new business in an effective, consistent manner via referrals, direct mail, cold calls, and centers of influence.
* Obtains AOR (Agent of Record) letters for all takeover business and/or enrolls/maintains all new/ startup businesses.
* Provides daily, weekly, monthly service to each group account and to their individual members.
* Builds and maintains any/all technology platforms needed to service accounts.
* Secures and presents annual renewals, along with competitive market analysis, on all lines of coverage.
* Provides timely reports of cost, claims utilization, Rx spending, etc. to help groups or accounts identify areas of focus and improvement.
* Provides monthly reports to management of all prospecting, new business and renewal activity.
* Provides financial reports that outline revenue and expense controls.
* Manages and controls expenses, within the budget agreed upon, annually with management.
* Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
* Performs other duties and responsibilities as assigned.
**Qualifications**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
**Skills**
* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.
* Ability to read, analyze and interpret financial reports and/or legal documents.
* Ability to write simple-to-business correspondence, routine reports, and procedures.
* Ability to respond in writing to customer complaints, regulatory agencies, or members of the business community.
**Education and/or Experience**
* HS Diploma required, 4-year college degree in business or related field preferred
* 3-5 years of insurance sales experience, Employee Benefits sales experience strongly preferred
**Computer Skills**
* MS Office programs
**Certificates, Licenses, Registrations**
* Life and health insurance licenses required
**Other Qualifications** (including physical requirements)
* Must display professional conduct and appearance.
* Maintain client privacy and keep highly sensitive data confidential.
* Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.
* Must have excellent oral and written communication skills.
**Other**
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
**Skills Training:**
* Communication, Time Management, Customer Service, Critical Thinking
_Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications._