Account Executive, Chicago

Inclusively is partnering with a life insurance company to hire an Account Executive, Chicago .

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Salary range: $130,000 - $150,000 (includes base salary)

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Qualifications: The ideal candidate should possess:

• Knowledge regarding systems and processes internally/externally to meet the needs of clients
• Strong understanding and knowledge of Life, Disability, and FMLA (Family Medical Leave Act)
• Ability to quarterback routine/complex issues and willing to be assertive when necessary
• High energy and self-motivated who will work with a "sense of urgency" and a "take charge" attitude to partnering internally with matrix partners and external market needs
• Ability to navigate and develop relationships within a matrix organization (underwriting, sales, service partners)
• Demonstrate active listening, written and verbal skills
• Proactively identify and present client growth opportunities; work with matrix partners to guide successful implementation
• Team player, but able to work independently to reach common goals
• Well organized and able to handle multiple tasks at once while prioritizing as needed
• Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes
• Be accountable to deliver an exceptional client and broker service experience

Job Responsibilities: Profitable Growth/Retention

• Develop book management activities to ensure optimum upsell penetration
• Foster and expand deep client and producer relationships
• Drive profitability/retention in order to hit annual goals
• Deliver and participate in all aspects of renewal process including census attainment, underwriting negotiations, creating/delivering renewal letters, follow up renewal acceptances
• Facilitate and negotiate policy changes with underwriting on behalf of clients/brokers
• Attend and participate in industry events to further expand knowledge and relationships
• Maintain compliance tracking in all appropriate systems as needed (external meetings, pipeline, renewals)

Other Job Duties

• Participate in new hire and ongoing upskill training
• Be a resource, mentor, subject matter expert (internally/externally)
• Participate in special projects and bring forward process improvements with enthusiasm and strong work ethic

Qualifications/Education Required

• Excellent communication (verbal and written), presentation, and interpersonal skills
• BA/BS Degree preferred
• Life/Accident/Disability/Leave experience preferred
• Licenses (Yes)
• Excellent MS Office skills
• Ability to use and present technology/online tools effectively
• Negotiation and influencing skills

Working Conditions

• Ability to travel domestically/overnight up to 30% may be required
• Base Pay + Incentive Comp
• Location: Chicago Field Sales office

Job Type: Full-time

Pay: $130,000.00 - $150,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person