Account Executive

• Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.

• Approaches potential clients by making presentations to iindividuals one on one, in groups and via the telephone speaking on the subject of their financial and physical well-being.

• Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage; ascertaining long-term goals.

• Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

• Obtains underwriting approval by completing application for coverage.

• Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.

• Updates job knowledge by participating in educational opportunities such as weekly trainings; reading professional publications; maintaining personal networks; participating in professional organizations.

• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.