Account Executive

🕒 September 11

🍂 Massachusetts – Remote

infoinfo

💵 $125k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Logo of Protective Life

Protective Life

1001 - 5000 employees

Founded 1908

💸 Finance

🛡️ Insurance

Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

📋 Description

• Develop assigned dealer accounts by promoting Portfolio products • Serve as the go-to person for concerns, issues, and direction related to assigned accounts • Act as the Portfolio product knowledge and technology expert in all environments • Develop processes with management and the Client Relations team to ensure account growth and success • Respond immediately to client needs • Work with others to resolve issues with current clients • Manage assigned agencies • Delegate work through CRMs and RAMs • Meet Portfolio’s annual production forecast • Deliver retro/reinsurance and custom dealer presentations • Conduct retro/reinsurance reviews for assigned agency business • Manage dealer remittance trends and current-dealer attrition • Keep expenses within established guidelines • Work with Accounting on accounting issues related to assigned agencies • Work with Claims on claim issues related to assigned agencies • Uphold Portfolio Standards and Philosophy • Manage organizational changes positively • Perform other duties as assigned

🎯 Requirements

• Strong computer skills, including proficiency with Microsoft Office, CRM Software, and internal software systems • High School diploma or equivalent • Problem resolution experience • Strong sales aptitude • 5+ or more years’ experience in an automotive sales related environment • Travel 70-80% of the time • Mobility to drive and move about client sites • Ability to walk, stand, reach with hands and arms; stoop, kneel, crouch, and lift up to 50 pounds • Ability to frequently sit for long periods of time • Ability to hear and talk, both in person and by phone on a frequent, regular basis • Ability to spend extended hours in front of a computer screen • Attention to detail and quality of service clients • Well-developed organizational skills and ability to manage multiple issues and demands • Excellent verbal and written communication skills • Ability to build relationships and partnerships • Strong sense of urgency and desire to succeed • Driven by integrity

🏖️ Benefits

• Comprehensive health insurance • Dental insurance • Vision insurance • Mental health benefits • Employee assistance program • Paid time off • Paid parental leave • Short-term disability • Cultural observance day • Contributions to healthcare accounts • Pension plan • 401(k) plan with Company matching • ProHealth Rewards wellbeing platform with cash rewards • Cash compensation through a sales incentive plan (SIP)

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