Johnson Financial Group Hiring For Commercial Lines Account Executive at Mount Pleasant, WI, United States Full Time

Job Description

Overview:

The Account Executive is an important link between the agency and our clients and is responsible for facilitating, coordinating and providing support to ensure exceptional service at all points of contact with prospective and existing Johnson Insurance clients with the goal of acquiring, deepening and retaining target market business. An Account Executive will generally interact with clients and new business opportunities with estimated or actual annual revenue in excess of $20,000.
KEY RESPONSIBILITIES

Position Specific Responsibilities

• Facilitate, manage and track all activities involved in Johnson Advantage Process.
• Demonstrates consistent use of standard/approved materials and processes.
• Create and manage detailed Johnson Advantage Plans to facilitate the attainment of stated goals, keeping in mind the need for flexibility.
• Independent execution of Johnson Advantage Plans, involving Producer, Account Manager and others as needed when strategic decision or direction is required.
• Assist Producers in the development and execution of strategic planning for targeted prospective clients. Participate in the development of possible solutions for targeted Johnson Advantage Assessment responses.
• Perform analytics to include benchmarking, exposure, coverage, loss history, experience modification, etc.
• Maintain and store client documents in designated location.
• Account Executives manage assigned JIS/Target Market clients and prospects unless otherwise appointed.
• Manage planning and scheduling of client meetings as appropriate; quarterly, semi-annual, annual and on an as needed basis.
• Leverage and deploy carrier capabilities and resources as appropriate
• Collaborate with Producer(s) on the sales process, which includes successful planning and execution necessary to attain new Target Market business.
• Understand the full breadth and depth of the JFG portfolio of products and services in an effort to deepen the JFG relationship with clients. Participate in cross lines of business meetings as needed.
• Actively call/joint call on identified target market prospects, centers of influence, etc. to lead new business development and client acquisition efforts.
• Develop and maintain strong working relationships with business partners to deepen customer relationships across all lines of business. Account Executive will participate in a referral incentive program.
• Meets or exceeds client retention goals.
• Perform proactive customer needs assessments on a regular basis as part of the Johnson Advantage process.
• Understand, articulate and actively promote the JFG Window Concept.
• Suggest solutions and innovative ideas to meet client needs.
• Develop and deliver quality presentations, tailoring delivery and material to meet set objectives and audience needs.
• Applies sound judgment, innovation and appropriate creativity in management of client relationships.
• Participate in an active and meaningful role in a community or industry organization.

Job Requirements

• High School Diploma required plus 3-5 years’ experience with commercial lines. Must hold or obtain a Property / Casualty license.
• Excellent client service and communication skills.
• Proficient computer skills, including Word, Excel and PowerPoint.
• Ability to work independently and within a team environment.
• Ability to travel required.