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Account Executive

Description

Allied National is excited to announce we are seeking an energetic and experienced Account Executive to join our growing sales team! We are looking for a team player who is eager to work hand in hand with other Account Executives as well as Sales Representatives. This individual will be responsible for agent prospecting, training, and management of our sales and sales promotion activities.  They will also work with all Allied sales channels including independent agents and all distribution channels that sell Allied group benefits products.

  

· Maintain current knowledge of group health insurance industry trends and competition within the marketplace.

· Exhibit and market (effectively interact) all Allied products at industry trade shows, conferences/meetings. Conduct educational webinars and on-site agent training events.

· Cooperate with appropriate staff in other departments within Allied to support the needs of agents in the field.

· Field and respond to phone calls referred to by other departments/officers and directly from the sales support line.

· Use Allied internal systems to complete and accurately document all pertinent sales and follow-up activity with assigned agent contacts.

Requirements

  • High School Diploma (or equivalent) required. Bachelor's degree in business related field preferred
  • 2 years minimum field and/or telephone insurance sales experience
  • Must hold a current Life and Health/Accident Agent's license. If not currently licensed, must gain licensure within the first 3 months of employment
  • Excellent interpersonal skills required. Ability to listen and question to determine level of understanding and/or define problems. Ability to express self clearly in a courteous, confident, and consistent manner
  • May include some travel to appointments outside of the company via airlines or automobiles. Must have a valid driver's license, personal transportation, and personal auto insurance.

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

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What You Should Know About Account Executive, Allied National

Allied National is thrilled to welcome a new Account Executive to our vibrant team in Overland Park, Kansas! As an Account Executive, you'll play a key role in driving our sales initiatives, working closely with fellow Account Executives and Sales Representatives. Your main focus will be on agent prospecting, training, and managing various sales and promotional activities. You'll have the opportunity to engage with independent agents and multiple distribution channels that promote Allied’s group benefits products. Staying ahead of industry trends and competition is crucial, and you’ll gain insight by exhibiting our offerings at trade shows and conducting educational webinars and in-person training sessions for agents. Collaborating with other departments is essential to ensure that the needs of agents in the field are met, and you'll be the go-to person for responding to inquiries from both internal teams and agents. Your organizational skills will come into play as you document sales activities using Allied's internal systems. To succeed, we’re looking for someone with a High School Diploma (or equivalent), ideally with a Bachelor's degree in a business-related field. You should possess at least two years of insurance sales experience and hold a current Life and Health/Accident Agent's license, or be willing to obtain it within your first three months. Excellent interpersonal skills and the ability to communicate clearly are essential, and travel may be required for appointments. If you’re ready to make an impact and grow in this dynamic role, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Account Executive Role at Allied National
What responsibilities does the Account Executive at Allied National have?

An Account Executive at Allied National plays a vital role in overseeing agent prospecting, training, and managing sales initiatives. This includes interacting with independent agents and various distribution channels to effectively market Allied's group benefits products and maintaining up-to-date knowledge of industry trends.

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What qualifications are needed for the Account Executive position at Allied National?

To qualify for the Account Executive position at Allied National, candidates should have a High School Diploma (or equivalent) as a minimum requirement, with a Bachelor's degree preferred. Additionally, at least two years of field or telephone insurance sales experience and a current Life and Health/Accident Agent's license are needed.

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Does the Account Executive role at Allied National involve travel?

Yes, the Account Executive role at Allied National may require some travel to meet with agents and conduct training sessions. A valid driver's license, personal transportation, and personal auto insurance are necessary for this position.

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What skills are essential for success as an Account Executive at Allied National?

Success as an Account Executive at Allied National hinges on excellent interpersonal skills, the ability to express oneself clearly, and effective listening skills. These abilities help in understanding clients’ needs and in communicating solutions confidently.

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How does the Account Executive at Allied National contribute to team collaboration?

The Account Executive at Allied National fosters collaboration by working closely with other team members and departments to address the needs of agents. They contribute by sharing insights from the field, participating in team meetings, and supporting joint initiatives that elevate team performance.

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Common Interview Questions for Account Executive
How do you approach agent prospecting as an Account Executive?

When approaching agent prospecting, I focus on building authentic relationships by understanding the individual needs of agents and identifying how Allied National's products can fulfill those needs, ensuring a genuine partnership.

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Can you explain your experience in handling insurance sales?

In my previous roles, I've successfully handled various sales processes from prospecting to closing. I've utilized tools for tracking follow-ups and have always stayed updated on market trends to better advise clients.

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What strategies would you use for training agents on Allied National insurance products?

I would leverage a combination of interactive training sessions, webinars, and hands-on demonstrations to ensure agents comprehend our products thoroughly, tailoring my approach based on their varying levels of experience.

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How do you stay informed about industry trends?

I stay informed about industry trends by subscribing to relevant publications, attending trade shows, and engaging with webinars. Networking with fellow professionals also provides insights into innovations and market shifts.

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Describe a time you overcame a challenging sales situation.

In a challenging sales situation, I encountered a hesitant client who had previous negative experiences. I addressed their concerns through active listening and provided tailored solutions that ultimately led to a successful partnership.

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What role does collaboration play in your work as an Account Executive?

Collaboration is central to my role as it fosters a positive sales environment. By working closely with other teams and sharing knowledge, we can better address client needs and leverage various strengths to achieve our goals.

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How would you document your sales activities effectively?

I would consistently use Allied's internal systems to log all necessary sales activities, ensuring that my records are detailed, timely, and organized, which facilitates effective communication with team members.

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What skills make you a great communicator with agents?

My ability to listen actively and ask insightful questions allows me to connect with agents effectively. Coupled with my confidence in delivering information clearly, these skills enable me to build trusting relationships.

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How do you handle conflicts with clients or agents?

I handle conflicts by maintaining my composure and approaching the issue with empathy. I listen to their concerns, acknowledge their feelings, and collaboratively work towards a satisfactory solution.

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Why do you want to work at Allied National as an Account Executive?

I am drawn to Allied National for its strong reputation in the industry and commitment to agent success. I believe my passion for helping others, combined with my sales experience, aligns well with the organization's mission.

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Full-time, on-site
DATE POSTED
April 16, 2025

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