Sales Account Executive, Agent, Broker

🕒 2 days ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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The Institutes

WebsiteLinkedInAll Job Openings

201 - 500 employees

🛡️ Insurance

📚 Education

🤝 Non-profit

Insurance • Education • Non-profit

The Institutes is a not-for-profit organization founded in 1909 that educates, elevates, and connects professionals in risk management and property-casualty insurance. With 115+ years of history, it serves roughly 1. 1–1. 3 million professionals and individuals annually, produces 300+ events (conferences, webinars, podcasts, presentations) each year, and is a frequent source of thought leadership for media. The organization’s mission centers on workforce education, professional development, and industry-focused research and events to support the insurance and risk management community globally.

📋 Description

• Build and maintain relationships and sales revenues with assigned customers by understanding their needs and developing customer-focused solutions • Focus on organizations and customers where The Institutes can have the most significant impact and garner significant revenue opportunities • Develop virtual selling capabilities relevant to assigned accounts • Use market intelligence, social media, and networking opportunities to develop relationships with prospects, stakeholders, and influencers • Work with local industry association groups to access association membership and corporate customers • Work closely with the President – Agent & Broker Group to achieve overall revenue targets • Record sales activities in CRM in a timely manner and meet or exceed sales activity metrics • Perform other responsibilities and projects as assigned

🎯 Requirements

• College degree required • Minimum 5–7 years of successful sales or client management experience • Experience in the risk management and insurance industry strongly preferred • Strong communication and interpersonal skills, including public speaking • Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams) • Willingness to travel required • Ability to develop and maintain strong industry relationships • Ability to retain business, close sales, proactively seek new business, and identify cross-sell opportunities • Strategic thinking, problem-solving, creativity, and innovation • Exceptional oral and written communication skills • Ability to communicate effectively throughout all organizational levels, internally and externally • Ability to identify, observe, and analyze problems and data • Ability to formulate business questions and pursue insights • Ability to evaluate alternatives, risks, and rewards when making decisions • Ability to work collaboratively across organizational boundaries • Ability to maintain continuous communication from a remote/home office • Willingness to do moderate travel throughout the year; weekend travel may be required for conferences and meetings

🏖️ Benefits

• 401(k) plan with company contribution up to 16% • Generous time off package that includes paid vacation, personal, sick, and holidays • Paid maternity and parental leave • Tuition reimbursement • Medical, dental, vision, and prescription coverage • Work-life balance • Friendly, team-focused work environment