Retail Sales Consultant promoting Travelex's travel money products and delivering excellent customer service. Exceeding customer expectations while achieving sales targets in a structured environment.
About the role
- Account Executive at Marsh building relationships and providing business insurance solutions. Handling client needs and advocating for strategic service platform improvements.
Responsibilities
- Understands the client industry niche(s) served, recognizes the typical business problems faced by clients and how our service platform across all disciplines provides solutions to those issues
- Maintains proactive awareness of industry and how changes in the insurance industry, the economy, and legislation impact clients
- Represents MMA Midwest in client and insurance industry through visible writing, speaking, and networking engagements
- Advocates for changes and additions to our service platform that increase the value created for our clients, add barriers to exit, and follow our strategic direction
- Relates well to all kinds of people, up, down and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships, uses diplomacy and tact; can diffuse even high-tension situations comfortably
- Negotiates skillfully in tough situations with both internal and external groups; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations
- Uses the MMA Midwest sales process to analyze client and prospective client exposures and opportunities for improvement; and creates a compelling case to convince the decision-makers to select MMA Midwest
- Creates presentations to clients and prospective clients that demonstrate our company’s unique approach and culture, our established track record, our expertise and service platform specific to client niche, and a customized service plan for each client; is effective in a variety of formal presentation settings
- Understands each client’s decision process, the people involved (decision-makers and service consumers), the business’ goals and issues, and how our performance meets their expectations
- Recognizes risks to losing clients, whether service breakdowns, new decision-makers, competitor involvement or other factors and acts to retain
- Closes new business and renewals by figuring out the path to win and persevering through a methodical approach
- Uncovers opportunities to add new product and coverage lines and to cross-sell clients into other disciplines
- Understands business drivers of individual clients, their important metrics and measures of success, specific issues they are facing, and industry issues that may impact them; uses rigorous logic and methods to solve difficult problems with effective solutions; looks beyond the obvious and doesn’t stop at the first answers
- Analyzes coverage, program financials, claims and loss rates, and other aspects to uncover opportunities for improvement; recommends changes and puts forth a service plan that creates measurable value
- Engages other teams and departments of MMA Midwest to perform specialized analysis and service, monitoring results and service plan completion
- Quarterbacks the execution of client plans, services delivered, ensuring commitments are tracked and reported back in a unified, meaningful way to each client
- Understands insurance marketplace, carrier appetites, carrier programs, and services available; oversees the placement of insurance products within own discipline
- Monitors client satisfaction of every client through personal relationships and engagement, involvement with other MMA Midwest team members, and any client surveys or feedback processes implemented
- Creates a climate in which people want to do their best; motivates many kinds of team or project members with influential authority; invites input from each person and shares ownership and visibility; makes everyone feel their work is important through recognition and appreciation; is someone people like working with
- Conducts regular meetings with client service team to ensure all team members are up to speed on pending client issues, changing needs, implementation of service plans, and other issues
- Supports processes and procedures and agency best practices; participates in team, sales, and other meetings
- Mentors client service team members and new producers on topics relevant to their roles and continued development and advancement
- Recruits potential employee candidates to MMA Midwest
- Leverages technology, tools, resources and information to maximize efficiency of self and other team members
- Conducts business planning to set goals for results and activities to achieve results
- Maintains a closing ratio and other efficiencies consistent with team expectations
Requirements
- Upon hire, Producers License (in state of residence) for Fire/Casualty or Life/Health as appropriate
- Proven track record for accomplishing specific tasks
- Proven success in Account Executive or client-facing position
- CPCU, CEBS, ARM or other professional designation
- The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
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