Account Executive

Company Name:
Interstate Personnel
We currently have an exciting career opportunity for an Account Executive in Oakland Location. The successful candidate will maintain existing relationships with key accounts in an assigned territory. As well as sell benefit programs to new clients and sell benefits programs to key clients when required. The candidate will maintain a high level of professionalism within the marketplace as well as in the office.
Sell core and non-core products/programs to new and existing clients.
Assist the Senior Account Manager in selling core and non-core products/programs to key clients in their assigned territory when required.
Establish and maintain relationships with prospective clients by providing regular visits and open communication.
Use consultative sales techniques to suggest new services and products and make recommendations based on analysis of prospects existing insurance packages, circumstances and needs.
Collaborate with the P&C counterpart in your assigned territory to maximize sales opportunities.
Establish and maintain relationships with key clients in assigned territory.
Manage marketings for insurance programs of prospects which includes that all appropriate data is collected, the appropriate marketing forms are completed, and all BenefltPoint marketing procedures are followed.
Develop and deliver presentations.
Maintain thorough knowledge of prospective clients and key clients within assigned territory.
Prepare and produce scheduled reports in a timely manner.
Maintain SalesForce.com CRM system for assigned territory.
Gather data for employee benefit studies from prospects and clients, which in turn will provide existing and potential clients with a comparison of benefits within their county and industry, as well as determine coverage information on potential clients.
Attend on-going educational/training programs required by the State to maintain current license status.
Maintain frequent interaction with carrier representatives.
Maintain positive attitude and flexible hours.
Attend required meetings.
Assist with special projects.
All other duties as assigned.
MINIMUM SUGGESTED QUALIFICATIONS: A minimum of five years of group insurance experience as either an insurance company representative and/or insurance broker, including experience with medical, dental, vision, life and disability insurance programs. Must have a proven sales record and be a self-starter who is detail oriented and has excellent verbal, written and presentation skills. Ability to build relationships with prospects, clients, and Senior Management. Possess negotiating skills and mathematical ability. General knowledge of management and decision making of California Public Agencies (i.e., insurance committees, bargaining units, etc.). Basic underwriting skills and understanding of funding methodologies.
MINIMUM EDUCATION REQUIRED: High school diploma or GED and should possess a Bachelors Degree.
SOFTWARE: Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Outlook, SalesForce and BenefitBridge.

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