ACCOUNT EXECUTIVE

Overview

Account Executive General Responsibilities

Incumbent is an Account Executive working under direct supervision of the Production Administrative Coordinator. This position requires effective communication skills and a solid understanding of the insurance industry. Must be capable of pursuing and closing sales in Property & Casualty needs.
Responsibilities

Develop profitable relationships with existing and new customers.
Promote and adhere to up-sell, cross-sell, and round-out requirements toward all existing and prospective customers.
Develop renewal and new business strategy with appropriate staff.
Adhere to the calendar year sales and marketing plan mutually agreed to and monitored by Stockman Insurance.
Build and maintain positive relationships within Stockman Bank and Stockman Wealth Management for cross selling opportunities.
Attend all sales meetings, sales strategy sessions and company functions as required.
Participation in community events and organizations that generate new business for the agency and Stockman Bank
Maintain all applicable licenses and continuing education.
Employees Supervised

None
Education, Experience And Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Minimum Qualifications

Montana State insurance license
Strong insurance background
Proven Business development experience / track record
Ability to work independently and as a team member.
Willingness to work in community projects.
Experienced in using Windows based applications.
Must have a current and valid driver’s license and be able to drive long distances at times.
Ability to travel - approximately 25% travel required.
Specific Skill Requirements

Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.
Applied Learning Ability- understanding new information and complex ideas quickly and without confusion.
Strong Communication and Organizational Skills (written and verbal)
Creative Problem-Solving Ability – looking for solutions to achieve desired results.
Strong Interpersonal Skills with the ability to interact effectively with all levels of management.
Professionalism – maintaining a professional attitude, image, and work ethic.

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