Insurance Technology Account Executive

Skills
Agency ManagementBusiness DevelopmentCustomer SuccessIdentifying New OpportunitiesInsurance IndustryMarketing StrategyNegotiation
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 3+ years of full-cycle B2B software sales experience
  • 3+ years delivering software demonstrations to prospective customers
  • 2+ years of surety industry experience or extensive P&C experience
  • Existing relationships with insurance professionals including agencies MGAs carriers and wholesalers
  • Excellent presentation and communication skills
  • Strong prospecting and relationship-building abilities
  • Experience managing opportunities in Salesforce or HubSpot
  • Ability to occasionally travel for customer meetings and industry events

Nice to have

  • High motivation
  • Collaborative mindset
  • Ownership
  • Forward thinking
  • Fast learner

Day to day

  • Prospect and develop new business opportunities within the Property & Casualty insurance industry.
  • Own the full sales cycle from outreach and product demonstrations through proposals negotiation and closing.
  • Build trusted relationships with agency owners executives producers and other insurance professionals while positioning PolicyBound’s software to solve operational needs.

Hiring process

  • Submit application
  • Human review of qualifications
  • Potential use of technology-assisted screening tools
  • Interviews with human reviewers