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Hummel Group · 7 hours ago

Account Executive - Medicare

Orrville, OH 44667

Full-time

Onsite

Mid Level

Hummel Group is looking for a Benefits Account Executive who will work closely with prospective clients during all phases of the sales process. The role is responsible for nurturing and growing existing client relationships, managing escalated service issues, and overseeing the sales process including quoting and proposal presentations.

Insurance

Responsibilities

Leads the sales process by overseeing and executing the quoting process, as well as assisting in the rollout of new plans to clients

Evaluates exposures to clients and prospects, reviews insurance company quotations, prepares and presents proposals

Facilitates termination of prior plan when new business is written, or coverage is moved

Provides a level of service that promotes a high level of account retention. Handles escalated service requests

Oversees the renewal/remarketing process and finalizing renewal paperwork

Looks for upsell opportunities with existing business

Documents client interactions and provides follow-up to operational team

Supports and adheres to agency goals and objectives to place and retain business with our key companies

Supports and adheres to procedures to minimize the agency’s error and omission exposure

Other job duties as assigned

Qualification

Benefit products knowledgeLifeHealth licenseSales process managementProposal preparationMicrosoft OfficeClient relationship managementGeneral office equipment

Required

Ability to recognize and recommend problems or solutions to data entry procedures

Working knowledge of computer software packages, including Microsoft Word, Excel, and Outlook programs

Ability to use general office equipment, including a computer, calculator, typewriter, fax machine, copier, and telephone

Ability to learn and perform new duties and responsibilities

Must have extensive knowledge of benefit products and previous experience in benefit insurance accounts

Requires possession and maintenance of a Life and Health license

Must have a current driver's license and an insurable driving record

High school diploma or equivalent

Company

Hummel Group

Hummel Group is a full-line insurance and financial services agency with 8 offices in Ohio and Indiana.

Founded in 1957

Berlin, Ohio, USA

51-200 employees

https://www.hummelgrp.com

Funding

Current Stage

Growth Stage

Leadership Team

Darrick Hummel

Partner

Company data provided by crunchbase