Account Executive

The Account Executive is responsible for promoting and selling assigned Pearl Insurance coverage(s) to potential clients over the phone and through email, mail, and fax. Handles servicing clients during their first year of policy coverage with Pearl.

Your Impact:

• Prioritize sales leads from various sources, such as the Monthly Sales Funnel, Daily Activity Report, and leads from websites, database management, etc.
• Conduct a high volume of customer contact via the phone, email, mail, and fax to promote and sell assigned coverage(s).
• Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals in a defined territory.
• Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the sale.
• Facilitate the application and underwriting process with the potential client and the internal underwriter including - sending application to potential clients, finalizing application with any applicable forms, following up when additional information is needed to complete underwriting process.
• Document sales activities in the Customer Relationship Management (CRM) system.
• Build and maintain customer relationships by responding to various questions, needs, and requests.

Successful Candidates Will Have:

• Associate degree in business management, marketing, or a related field.
• 2+ years of previous sales and/or customer service experience, preferably within the insurance industry.
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
• Property and Casualty insurance license required (or the ability to obtain).
• Regular use of a personal computer including ability to use the following software/systems –
  • Customer Relationship Management (CRM) system
  • E-storage solutions
  • Adobe or Foxit PDF
  • MS Office - Word, PowerPoint, Excel, Outlook, etc.

At One80 Intermediaries, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, and 10 days of paid time off and 11 paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected total compensation range (base pay + commission) for the first full year in this position has been estimated between $60,000 - $75,000.

One80 Intermediaries is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, One80 offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services, and warranty business. Launched just four years ago, One80 Intermediaries has grown to be one of the largest intermediaries in the United States. In 2022, Business Insurance ranked One80 as the 5th Largest MGA/Underwriting Manager/Lloyd’s Coverholder, and 5th Largest Underwriting Manager in the country

One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.