Group Sales Support Account Executive
The Cason Group serves insurance professionals by delivering creative sales and service solutions. They are seeking a Group Sales Support Account Executive to work closely with Sales Representatives and broker partners, ensuring a smooth and effective sales process.
Responsibilities
- Provide front line support for agent and carrier questions; consult and make informed recommendations to advisors on group coverage options; collaborate with Sales Reps throughout the pre-sale process; update Sales Reps on agents’ quote activity, potential sales opportunities, and any issues that arise
- Receive quote requests from Sales Reps or agents and prepare appropriate information for carriers; accurately and efficiently answer broker questions; follow up on outstanding quote requests and keep broker informed
- Utilize Monday.com, OneNote, and Salesforce to track workflow and maintain accurate, up-to-date information; produce updated spreadsheets for key agents and accounts
- Maintain knowledge of products; carriers; quoting requirements; group insurance underwriting and laws; commissions, licensing and appointment procedures; and Sales Reps’ guidelines for agent interaction; attend carrier seminars and trainings; participate in broker and group meetings with Sales Rep
Skills
- Bachelor's Degree or equivalent experience in a related field
- Ability to multi-task and perform duties with a high attention to detail and deadlines
- Excellent communication and interpersonal skills as well as the ability to work in a team
- Competency in Microsoft Office products along with a knowledge of database systems
- Demonstrated proficiency of all parts of the position within four to six months
Benefits
- Health, Dental, Vision, Life, and Disability insurance options
- 401K Retirement Plan with company contribution
- Paid Time Off (vacation and holidays)
- Employee Assistance Program
- Charitable Matching and Paid Community Service Time
Company Overview