Sales Executive

Graham Company is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity – and we are seeking candidates who share these values to join our team.

We are recruiting for an experienced Sales Executive to join our New York team. The main responsibility of the Sales Executive is to find, engage and develop contacts with new clients and retain quality customers for The Graham Company. In addition, Sales Executives work closely with Account Managers, Claims Consultants and Surety on the renewal of their existing accounts.

JOB FUNCTIONS & RESPONSIBILITIES:

1. Develop Quality Accounts: A Sales Executive should solicit accounts that meet Graham Company underwriting and revenue criteria. Subsequently, the Sales Executive will be responsible for producing minimum annual revenue amounts.
2. Prepare Survey and Analysis on New Business: With few exceptions, the Sales Executive will use independent discretion and judgment to prepare and present a Survey and Analysis of a prospect’s current insurance policies.
3. Market Account in First Year: On new business, the Sales Executive has the responsibility to use independent discretion and judgment for preparing an Underwriting Submission, as well as marketing the account to insurance companies. The Sales Executive is also responsible for preparing and presenting the written proposal to the insured.
4. Work with Account Managers throughout Renewal Process: The Sales Executive should work with Account Managers to ensure that accounts are satisfactorily managed through the annual policy period and are being renewed properly, obtaining the broadest coverage for the insured at a reasonable premium. The Sales Executive should spot-check the Account Manager’s renewals, letters, billings, etc. to ensure their accounts are being serviced in a thorough and timely manner.
5. The Sales Executive is also responsible for supporting the Account Manager to develop a close working relationship with their accounts.
6. Assist in Claims Advocacy Process: The Claims Services Department handles the majority of claims situations. However, in unusual or sensitive claim situations where the Claims Services Department requests the assistance of the Sales Executive, the Sales Executive should work with the insured and/or the insurance carrier. The Sales Executive also assists in evaluating trends and identifying ways loss performance can improve.
7. Collection of Premiums: The Sales Executive has the ultimate responsibility for the collection of premiums on an account.
8. Additional Services: The Graham Company may request the Sales Executive’s services in connection with assignments not directly related to the job of the Sales Executive. Such occasional assignments (e.g., acting as an insurance company liaison) are construed to be for the general good of the agency.
9. Pursue a program for personal and professional development and maintain appropriate state licenses.
10. Perform other duties and projects assigned by The Graham Company managerial personnel.
11. Attend meetings relating to your position.

JOB SPECIFICATIONS:

1. College degree required.
2. Five (5) or more years' business experience; knowledge of the technical operations of an insurance agency preferred.
3. Ability to exercise independent discretion and judgment.
4. Excellent management skills and ability to deal with people.
5. High level of organizational ability.
6. Demonstrated sales skills.
7. High degree of self-discipline and motivation.
8. High degree of intelligence with excellent verbal and written communication skills, as well as math skills.
9. Ability to manage an Assistant.
10. Holds required and appropriate insurance agent’s license.
11. Professional demeanor.
12. Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company.
13. Maintain a valid Driver’s License or alternate efficient means to visit clients/prospects.
14. Proficient in Graham standard computer applications.
15. Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol.