Sales Exec - EB

Job ID
# of Openings
Employee Benefits Service
Office Location
2000 Pacific Ave
Location : Location
US-OR-Forest Grove


Job Title: Sales Executive

Reports to: Agency President

FLSA Status: Exempt

Job Code:       

SA12SEEE Sales Executive – Employee Benefits


Summary The Sales Executive is a new Producer or a Producer that does not have a book of business.  Typically paid a salary plus commission.  The Sales Executive solicits and sells insurance products and services to existing and new business; maintains an existing book of business; expands book of business; enhances the public image of the Agency by proactively performing the following duties.


Essential Duties and Responsibilities include the following. Other duties may be assigned.


Effectively use sales techniques to identify prospective clients to provide leads for additional business.  Generates a steady flow of qualified prospects from own leads and company supplied leads and solicits referrals from existing customer base.


Contacts and qualifies prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.


Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program.  Designs insurance and risk management plans for clients.


Reviews outstanding account receivables, collects payments in a timely manner and keeps record of payments.


Helps policyholders settle insurance claims in the event of a loss.


Anticipates future needs and calls on established clients to renew and upgrade accounts.


Develops long-term relationships with clients, carriers, and underwriters.


Develops a thorough and accurate understanding of the clients' and carriers' business needs.


Gathers complete client information necessary for marketing the account.  Gathers updated information at each renewal.


Completes an annual client exposure analysis.


Meets with Marketing Manager and Account Executives on each client renewal to develop renewal and marketing strategies.  Works with Account Executive throughout the renewal process.


Delivers policies to clients when appropriate.


Offers value-added services whenever possible to promote customer loyalty.


Assists Agency in developing carrier relationships by becoming familiar with and executing strategies developed for satisfying carrier goals and objectives, and participating in carrier sponsored activities.


Refers current and prospective clients to other departments for solicitation of those lines of business.


Participates in continuing professional development as required by state licensing requirements and Agency procedures.


Follows company procedures with respect to all essential duties and responsibilities of the job.



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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience                                                   

Bachelor's degree (B. A.) from four-year college or university and more than one year related experience and/or training; or equivalent combination of education and experience.


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