POSITION TITLE: Account Executive      REPORTS TO: Cross-Functional  CLASSIFICATION: Exempt                         DATE: May 2025EEO CLASSIFICATION: ProfessionalsPOSITION SUMMARY:The primary responsibility of the Account Executive is to nurture existing client relationships, drive new business opportunities, and meet sales goals. The Account Executive will oversee a portfolio of assigned accounts, while actively identifying potential clients, conducting market research, and networking.ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:Provides risk management services to clients, with growth expectations different than those of a Risk AdvisorGenerates new business opportunities with an annual sales goal of $10,000 or moreFosters and maintains client relationships by managing a book of business with little to no Account Manager or Risk Advisor support Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policiesServe as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT) Network in community or specialty area Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently Complete onboarding/integration plans for new business to ensure exceptional client experienceReview renewals 90-120 days prior to renewal. Request necessary updates from the client and request changes with carrier and/or remarket account Proactively communicate with accounts to address concerns, gather feedback, and identify opportunities for account growthManage and analyze information from clients and proactively present additional solutions to minimize exposures Round out existing accounts by proactively selling additional coverages or policiesManage account satisfaction levels and take proactive measures to ensure high levels of account retention Accurately manage all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions Embrace the tools provided including following established workflows & processesSupport agency autonomy items including marketing, etc. as appropriate for your agency location Travel or visit clients and to attend carrier and company training when necessary Maintain confidentiality of client and company information Perform other duties, as assigned, appropriate to the position SKILLS & COMPETENCIES:Proven experience in an Account Executive role, customer relationship management and/or sales Desire to obtain license as required within 30 days of hire, if not currently licensed Experience in the insurance industry is preferred Exposure to agency management software tools, such as EpicExperience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions in a paper-free environmentExcellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levelsExcellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneouslyKnowledge of the insurance industry terminology and documentationAbility to collect, analyze, and interpret insurance-related dataSelf-starter, motivated to grow, make connections in the community and develop a book of businessPhysical Demands: The primary language of First MainStreet is English. Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms. Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.PIadca7c58c2f3-30070-38262186