Plumbline Staffing Partners Hiring Zone

Powered by Scale Recruitment, this Hiring Zone will provide you with information on the sales development representative position and provide you with the opportunity to interview with Candice, our AI powered recruitment agent.  We look forward to learning more about you!

Return to Homepage
Book Appointment
1
2
3
4
5
6

Generic Account Exec for Insurance (Retail)

Our client is seeking an account executive who has experience managing client relationships to acquire new business and retain existing accounts by identifying needs, proposing solutions, and negotiating coverage. Key responsibilities include prospecting, client consultation, risk assessment, and acting as the primary point of contact for inquiries and claims. The role requires strong sales and communication skills, knowledge of insurance products, and the ability to manage a book of business. 

Core responsibilities

 

  • Client relationship management: Serve as the main point of contact for clients, build strong relationships, and provide high-quality service throughout the client lifecycle.
  • Business development: Proactively identify and prospect new clients to grow the agency’s book of business.
  • Needs assessment and risk analysis: Meet with clients to understand their insurance needs, assess their risks, and recommend tailored coverage solutions.
  • Policy negotiation: Work with insurance carriers and underwriters to negotiate terms, conditions, and pricing to secure the best possible coverage for clients.
  • Sales and retention: Present insurance proposals, advise clients on coverage options, and actively seek opportunities to increase coverage or “round out” accounts.
  • Renewal management: Manage the renewal process for existing clients, including conducting proactive reviews, gathering underwriting information, and preparing renewal proposals.
  • Issue resolution: Address client inquiries, concerns, and claims in a timely and professional manner.
  • Reporting: Prepare reports on production, client activity, and financial information. 

Required Skills and Qualifications

  • Strong sales, communication, and interpersonal skills.
  • Excellent problem-solving and organizational skills.
  • Knowledge of insurance products, coverages, and underwriting processes.
  • Proficiency with insurance agency management systems and Microsoft Office Suite.
  • An active Property & Casualty insurance license is often required or preferred. 
  • Skills needed to be an insurance Account.

Hi.  I’m Candice, the AI recruitment manager for Plumbline.  Please click on the button below to speak with me about the Account Executive role.  I am available anytime day or night and our conversation will only take a few minutes.  I look forward to meeting you!

Call Us: +1 816-354-1210

Submit Your Information & Resume


Frequently Asked Questions

What does CyberNuggets do?

CyberNuggets is a playful yet powerful cybersecurity company on a mission to make online safety accessible, engaging, and easy to understand for everyone. We specialize in bite-sized security education, gamified phishing simulations, family-friendly protection tools, and clear, jargon-free risk reports. Whether you’re a small business owner, teacher, parent, or everyday internet user, CyberNuggets delivers essential cybersecurity tools in a format that’s fun, approachable, and effective.

With our signature mascot “Nuggy” leading the charge, we transform traditionally dull or intimidating security concepts into interactive learning experiences that actually stick. Because at CyberNuggets, we believe cybersecurity shouldn’t just be smart—it should be snackable.

Our SDR’s and BDR’s are making waves with outbound calls with clients across industries, pitching client value propositions, promoting excellence and empower others by sharing proven tactic and engaging in daily team huddles and share feedback, insights and best practices. Meet Candice and learn more today!

CyberNuggets offers a competitive salary and benefits. The exact amount is based on your level of experience!

The hiring process for the role is relatively straightforward. The first step is to interview with Candice, our AI recruitment manager. She will ask you some basic questions. If this screening goes well, you will be contacted by one of our human recruiters for a more in-depth interview.

You can reach out to Candice, day or night, by calling the number listed on this hiring zone. She is really great. But if not comfortable yet, please email niti@scalerecruitment.ai to set up a time to chat!