Insurance Account Executive jobs in United States
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Simmons Bank · 4 months ago

Insurance Account Executive

Simmons Bank is a company that values passion and customer focus, and they are seeking an Insurance Account Executive. The role involves prospecting for new group benefit clients, providing customer service, and conducting market analysis at product renewal dates.

BankingFinanceFinancial Services

Responsibilities

Works within the Simmons Referral Network and beyond to secure new leads for business
Prospects for and secures new business in an effective, consistent manner via referrals, direct mail, cold calls, and centers of influence
Obtains AOR (Agent of Record) letters for all takeover business and/or enrolls/maintains all new/ startup businesses
Provides daily, weekly, monthly service to each group account and to their individual members
Builds and maintains any/all technology platforms needed to service accounts
Secures and presents annual renewals, along with competitive market analysis, on all lines of coverage
Provides timely reports of cost, claims utilization, Rx spending, etc. to help groups or accounts identify areas of focus and improvement
Provides monthly reports to management of all prospecting, new business and renewal activity
Provides financial reports that outline revenue and expense controls
Manages and controls expenses, within the budget agreed upon, annually with management
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training
Performs other duties and responsibilities as assigned

Qualification

LifeHealth insurance licensesMS Office programsFinancial report analysisCustomer serviceSpanish language

Required

Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations
Ability to read, analyze and interpret financial reports and/or legal documents
Ability to write simple-to-business correspondence, routine reports, and procedures
Ability to respond in writing to customer complaints, regulatory agencies, or members of the business community
HS Diploma/GED
MS Office programs
Life and health insurance licenses required

Preferred

Ability to speak Spanish preferred, but not required

Company

Simmons Bank

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Simmons Bank serves customers through its rock-solid commitment to integrity, excellence, collaboration, and growth.

Funding

Current Stage
Public Company
Total Funding
$625.09M
Key Investors
Eosera
2025-09-09Post Ipo Debt· $325M
2025-07-22Post Ipo Equity· $300.07M
2024-10-15Grant· $0.01M

Leadership Team

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Daniel Hobbs
Chief Financial Officer
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Chris Van Steenberg
Executive Vice President, Chief Operating Officer
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Recent News

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