Strategic Account Executive
- Employer
- Katapult Network
- Location
- Minneapolis
- Salary
- Competitive
View more
- Industry
- Financial Services and Banking
- Role
- Executive
- Job Type
- Long-Term
- Hours
- Full Time
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Job Description
We are currently recruiting an insurance professional to join a growing brokerage as a Strategic Account Executive. This person will have a blended role of account management, sales, and sales support on a newly created personal lines account team.
At least 1 year of B2B sales required.
Job Type: Full-time
Salary: $50,000 - $70,000/year
Benefits:
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan
- Paid time off
Schedule:
- Monday to Friday
Responsibilities
- Resolve complex customer service problems directly and act as day-to-day contact for assigned clients
- Take lead on designated renewals: prepare, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and present to lead agent
- Compose business correspondence for supervisors, managers and professionals
- Compare disputed merchandise with original requisitions and information from invoices, and prepare invoices for returned goods
- Generate client interest in additional lines of coverage and cross serving opportunities
- Process, prepare, and submit applications for coverage to insurance carriers
- Determine charges for services requested, collect deposits or payments, and/or arrange for billing
- Conduct client meetings as needed and support client service team members
Transferable Skills Needed
- Communication - express ideas clearly in both written and verbal correspondence, listen effectively, and share information appropriately with persons inside and outside the organization
- Organizing and Planning - develop specific goals and benchmarks to prioritize, organize and accomplish your work in a timely manner
- Positive attitude - interface with peers and clients in a pleasant and cooperative manner with an outstanding approach to customer service
- Adaptable/flexible - comfortable working in a rapidly changing and fast-paced environment
- Relationship building - establish and maintain interpersonal relationships by developing a constructive and cooperative working rapport
Requirements
- Bachelor's degree
- Must obtain and uphold required licenses/certifications as required
- 1-5 years experience in insurance industry preferred
Katapult Network is an equal opportunity employer and celebrates diversity in all of its forms. People of all identities and backgrounds are encouraged to apply.
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