Account Executive

Position Summary
The primary responsibility of the Account Executive is to build a book of business in the Greater Tampa Bay area by prospecting and establishing referral partner relationships with professionals in the real estate and mortgage industries, and by working with clients to understand their insurance needs, analyze options across a large carrier portfolio, and provide custom solutions to mitigate household risk. This role combines new‑business development, consultative sales, client servicing, and relationship management.

Principal Duties and Responsibilities

Prospecting and establishing referral partner relationships with real estate agents, mortgage brokers, loan officers, and other related professionals.

Generating and following up on leads from referrals, networking, digital channels, and agency‑provided sources.

Meeting with clients to assess household risk exposures and insurance needs.

Analyzing coverage options from a diverse carrier portfolio and designing tailored insurance solutions (personal and commercial lines).

Preparing, presenting, and closing proposals; binding policies and managing onboarding.

Serving as the primary point of contact for assigned clients for policy changes, renewals, endorsements, and claims support.

Maintaining client relationships to maximize retention and cross‑sell opportunities.

Maintaining accurate records and activity in the agency management/CRM system.

Meeting or exceeding monthly/quarterly production targets under the agency commission plan.

Obtaining and maintaining required state insurance licenses and carrier appointments.

Ensuring compliance with regulatory, carrier, corporate, and agency policies.

Participating in training, team meetings, and joint activities with referral partners and local community events.

Required Skills and Abilities

Exceptional written and verbal communication

Experience in a fast‑paced work environment

B2B or B2C sales experience, or related college major

Networking abilities

Problem‑solving mentality

Self‑motivated, hands‑on, self‑starter mindset that can do the work

Strong time management

Strong attention to detail and organization

Qualifications

1–3+ years of sales experience; insurance experience preferred.

Experience working with or selling to real estate and mortgage professionals strongly preferred.

Current insurance producer license or willingness to obtain promptly.

Compensation
Base salary: $40,000. The first year’s earnings potential ranges from $55,000 to $80,000, varying based on performance. The compensation package offers uncapped new business commissions and renewal commissions year‑over‑year.

Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.

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