Account Executive

Sales & Marketing Department in Life & Health Division

 

As of April 15, 2024

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Purpose 

Responsible for obtaining new accounts while providing service to existing accounts and assisting with the implementation of a comprehensive sales and marketing plan.

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Responsibilities ​

• Call on leads for sales opportunities

• Prospect and obtain sales leads

• Acquire information and use in developing a competitive proposal

• Work independently as a member of a team accomplishing a minimum number of sales and service calls per day as outlined by the Sales and Marketing Manager

• Builds interpersonal and working relationships with key management in both current and prospective accounts

• Prepare and deliver presentations both to customer management and employees

• Manage and coordinate the proper documentation of contracts

• Coordinate, manage and transmit Enrollment Forms and Change of Status forms

• Explains benefits to current and new members

• Handle customers’ complaints and direct concerns to appropriate department for resolution

• Provides consistent servicing to existing accounts on a monthly basis

• Prepare and submit Weekly Calendars, Activity Reports and other reports as requested by supervisors and managers

• Participate in Trade Fairs, Conferences and Exhibits as appropriate

• Any other job related duties as assigned by supervisor

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Position Requirements​

• A college degree is a plus or equivalent work experience in a sales and marketing role

• Must be able to get a life and health insurance license within 3 months of employment at CIU

• Have the ability to implement a marketing strategy for assigned accounts

• Excellent interpersonal, communication, and time management skills, with a high work ethic

• Possess strong analytical and problem solving skills

• Strong follow-up and organizational skills

• Knowledge of MS Word, MS Excel, PowerPoint

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