Account Executive
Account ExecutiveJob ID2023-10623Job LocationsUS-MS-MadisonOverviewThe Account Executive is responsible for performing the essential functions of the position, which includes internal and external sales.
The Account Executive is responsible for achieving specific sales and customer retention standards developed by the agency.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYERResponsibilitiesProspect for and develop new business Develop and maintain relationships with new and existing clientsWork with CSA's to write new business and to service new clients in the most efficient manner possibleDevelop and maintain relationships with CSA'sRefer current and prospective clients to other areas of PIA (ex.
P&C client referred to Life and Health)Retain existing business by meeting and/or exceeding client expectations by providing exemplary serviceDiligently pursue new businessPerform other related duties as assignedQualificationsCollege education or equivalent business experienceAbility to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriatelyAbility to understand written and oral communication, and interpret abstract informationProperty and Casualty and/or Life & Health licenseFull knowledge of insurance products and usagesAdequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write client and prospect listsFull knowledge of insurance marketsKnowledge of insurance rating and underwriting proceduresAbility to carry out complex tasks with many concrete and abstract variablesAbility to add, subtract, multiply and divide whole numbers and to accurately perform simple calculations involving decimals and fractionsAbility to utilize computer programs and understand functionalityField of vision must be adequate to observe up and down or right to left while eyes are fixed on given pointAbility to process written and other materials visuallyPhysical DemandsThe physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear.
The employee is occasionally required to walk.
The employee must occasionally lift and /or move up to 25 pounds.
Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work EnvironmentThe Bank's professional working environment requires employees to communicate effectively, both verbally and in writing.
Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients.
Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times.
Due to the possibility of being exposed to high risk situations (i.
e.
robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job.
It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.
The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word May.
This job description is intended to describe the normal level of work required by the person performing the work.
The principle duties outlined are the essential responsibilities and duties.
Other duties may be assigned as needs arise.
Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change.
Any written contractual agreements supersede this job description.
Recommended Skills Calculations Communication Confidentiality Insurance Management And Aftercare Interpersonal Skills Managing Client Expectations Estimated Salary: $20 to $28 per hour based on qualifications.
The Account Executive is responsible for achieving specific sales and customer retention standards developed by the agency.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYERResponsibilitiesProspect for and develop new business Develop and maintain relationships with new and existing clientsWork with CSA's to write new business and to service new clients in the most efficient manner possibleDevelop and maintain relationships with CSA'sRefer current and prospective clients to other areas of PIA (ex.
P&C client referred to Life and Health)Retain existing business by meeting and/or exceeding client expectations by providing exemplary serviceDiligently pursue new businessPerform other related duties as assignedQualificationsCollege education or equivalent business experienceAbility to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriatelyAbility to understand written and oral communication, and interpret abstract informationProperty and Casualty and/or Life & Health licenseFull knowledge of insurance products and usagesAdequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write client and prospect listsFull knowledge of insurance marketsKnowledge of insurance rating and underwriting proceduresAbility to carry out complex tasks with many concrete and abstract variablesAbility to add, subtract, multiply and divide whole numbers and to accurately perform simple calculations involving decimals and fractionsAbility to utilize computer programs and understand functionalityField of vision must be adequate to observe up and down or right to left while eyes are fixed on given pointAbility to process written and other materials visuallyPhysical DemandsThe physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear.
The employee is occasionally required to walk.
The employee must occasionally lift and /or move up to 25 pounds.
Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work EnvironmentThe Bank's professional working environment requires employees to communicate effectively, both verbally and in writing.
Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients.
Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times.
Due to the possibility of being exposed to high risk situations (i.
e.
robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job.
It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.
The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word May.
This job description is intended to describe the normal level of work required by the person performing the work.
The principle duties outlined are the essential responsibilities and duties.
Other duties may be assigned as needs arise.
Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change.
Any written contractual agreements supersede this job description.
Recommended Skills Calculations Communication Confidentiality Insurance Management And Aftercare Interpersonal Skills Managing Client Expectations Estimated Salary: $20 to $28 per hour based on qualifications.
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