Account Executive, Transportation — Westport, CT

At SterlingRisk, our employees are the driving force behind our success. We take pride in going the extra mile to support our employees, reinforcing our commitment to being a Great Place to Work and a Fortune Best Workplace. We foster a culture where new ideas and diverse perspectives are not just encouraged but valued.

Our Values Blueprint, centered on Integrity, Innovation, Collaboration, Care & Respect, and Excellence, shapes our daily operations, making us a leader in the insurance industry.

Must have current insurance experience and hold a P&C license.

Position Summary

This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the department’s ongoing success.

Essential Functions & Basic Duties:

(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)

• Own the entire business development life cycle process from acquisition and onboarding to retention and renewal.
• Provide strategic guidance, exposure analysis, and obtain underwriting information for new and renewal clients to comply with legal requirements.
• Drive revenue and growth for the agency; Identify and pursue business opportunities with prospects, build strong relationships with clients and provide consultation on their challenges.
• Coordinate with producers and claim representatives to ensure a first-class experience from start to finish.
• Build and maintain professional relationships with clients, insurance companies, and teammates.
• Engage in networking opportunities by attending industry events, getting involved in the local community and asking for referrals from current customers.
• Present proposals clearly and effectively so that clients can understand their coverage details.
• Identify opportunities to cross-sell additional lines of insurance where appropriate and applicable.
• Manage an existing book of clients (with the potential to take on more clients) in their needs:

+ ID Cards, Binders, Claims, Billing, Changes & general inquiries

• Prospect & present products and services to new and existing customers
• Applications, Quotes, Proposals
• Resolve customer inquiries and complaints
• Marketing renewal risks
• Check issued policies and changes for accuracy
• Deliver outstanding customer service to every client and troubleshoot problems as they arise.
• Create positive synergy and pursue cross-selling opportunities to meet revenue growth targets.
• Demonstrate the ability to manage a sales and support staff team.
• Demonstrate proficiency in the products and markets and promote SterlingRisk’s competitive differentiation, including mastering the use of SterlingRisk’s templates.
• Demonstrate the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
• Systematically use CRM to support service and sales processes, including input of accurate and timely information relative to clients and prospects.
• Work collaboratively with the management team and national/regional resources to maximize results.
• Quote new and renewal business through various online platforms.

Supervisory Duties:

• Not applicable for this position

Knowledge, Skills, & Abilities:

• Superior written and verbal communication and presentation skills.
• Excellent organization and follow-up skills.
• Excellent listening skills with a strong customer focus.
• Good teamwork skills with an ability to work with minimal supervision.
• Ability to work with senior-level management and have a top-level executive presence.
• Ability to effectively prioritize workload and manage multiple tasks in a fast-paced environment while meeting deadlines.

Education and Work Experience:

• 2-5 years of experience in insurance brokerage, carrier, or related business
• Bachelor’s degree or relevant work experience
• Strong knowledge of industry regulations, trends, and technology
• Growth mindset, positive attitude, and client-centric work ethic
• Thrives on autonomy and in a high-volume environment
• Proven track record in identifying prospects through demand-generation channels and cold calling
• Strong verbal and written communication skills
• Highly organized and strong time management skills
• Property & Casualty License required

The statements above are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. SterlingRisk is an Equal Opportunity Employer.

EOE/AA/M/F/V/D/SO or any other characteristics protected by law. Neither this job description nor any other written or verbal communications are intended to create a contract of employment or a promise of long-term employment. Employment-at-will may be terminated with or without cause and with or without notice at any time by the Employee or by SterlingRisk.

To learn more about us and the other career opportunities available at SterlingRisk, please visit our website at www.sterlingrisk.com.

Why SterlingRisk?

We are a dedicated team of professionals, committed to upholding our five core values and delivering excellence in all we do. Our expertise spans across Commercial Lines, Personal Lines, Employee Benefits, Surety, Life Insurance, Claims & Risk Management Services, Environmental, Aviation, Construction, and Real Estate.

Find your path to success with SterlingRisk! We offer competitive salaries and a comprehensive benefits package, including health, dental, and vision coverage, short-term and long-term disability, life insurance, and a 401K plan with an employer match. Additionally, we offer a competitive and generous PTO package.

Our commitment to your growth doesn't stop there-benefit from licensing support, continuing education reimbursement, and numerous learning and development opportunities.

Salary

The estimated base salary range for this full-time position is $100,000 – $125,000 annually, plus benefits, and can vary based on location.

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.

Apply Today to join a leading insurance broker with a history of over 90 years and is part of a nationally ranked top 15 insurance brokerage.

Contact Information

Interested applicants, please email a resume with salary requirements to [email protected] or complete the employment application above. Please include a daytime number where you can be contacted should a position become available.