Account Executive managing real estate insurance at Marsh McLennan Agency. Overseeing service execution and client relationship management in a dynamic brokerage environment.
About the role
- Territory Account Executive responsible for growing Clipboard’s presence in local healthcare markets. Focus on building relationships and managing customer accounts across Texas.
Responsibilities
- Prospect, pitch, and close new healthcare facility partners through field sales and local business development
- Manage and grow relationships with existing customers to deepen engagement
- Conduct in-person meetings, demos, and site visits across your territory
- Develop a deep understanding of your local healthcare landscape and competitors
- Partner with internal teams to deliver an excellent customer experience
- Maintain clear pipeline and activity tracking in CRM (B2B Sales Environment)
- Spend 4 days per week in the field meeting with customers and prospects
Requirements
- 0–2 years of experience in sales, account management, customer-facing roles, or B2B field sales
- Fast learner who thrives in dynamic environments and wants to build a strong commercial foundation
- Motivated by fieldwork and relationship building
- Eager to grow into territory ownership and leadership as markets scale
- 3–5+ years of experience as territory manager, outside sales rep, business development, or account manager (healthcare or marketplace experience a plus)
- Skilled at managing a full book of business — prospecting, closing, and expanding existing accounts
- Data-driven and strategic, able to shape territory plans and mentor newer teammates
- Comfortable owning results end to end with minimal oversight.
- Strong communication and relationship-building skills across clinical and business audiences
- Curiosity, persistence, and a bias for action
- Organization and autonomy in managing your own schedule and pipeline
- A reliable vehicle, valid driver’s license, and ability to travel locally (60–80%)
Benefits
- Competitive base salary + uncapped commission
- Insurance benefits and 401k options
- Unlimited PTO and flexible holidays
- Mileage reimbursement or travel stipend for field work
- Remote flexibility when not in the field
- Clear growth path into Territory Manager, Senior Account Executive, or Market Lead roles
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