Account Executive

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.

• 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:

1. Montana State insurance license

2. Strong insurance background

3. Proven Business development experience / track record

4. Ability to work independently and as a team member.

5. Willingness to work in community projects.

6. Experienced in using Windows based applications.

7. Must have a current and valid driver’s license and be able to drive long distances at times.

8. Ability to travel - approximately 25% travel required.

Specific Skill Requirements:

1. Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.

2. Applied Learning Ability- understanding new information and complex ideas quickly and without confusion.

3. Strong Communication and Organizational Skills (written and verbal)

4. Creative Problem-Solving Ability – looking for solutions to achieve desired results.

5. Strong Interpersonal Skills with the ability to interact effectively with all levels of management.

6. Professionalism – maintaining a professional attitude, image, and work ethic.

For full description, which includes physical mental demands please see attachment.