Careers: Sales Account Executive

Sales & Account Executive – Business Development

Job Summary

The Account Executive- Business Development effectively maintains the True View Commercial Sales Funnel through personal sales efforts focused on Residential House Fires in the greater Fort Worth area and/or the western side of the DFW Metroplex.

As the incumbent becomes more familiar with the position and demonstrates success, the Account Executive shall perform personal sales duties while developing and cultivating leads, soliciting prospects, and receiving and responding to requests for Public Insurance Adjuster services outside the realm of Residential House Fires. Advises company on Business Development and Strategies regarding sales matters for local and regional markets, process refinement, competitors, regulatory changes, and business sales operations.

Identifies and participates in active sales for new client acquisition for large-loss fire claims, and other claims as developed or assigned. Solicits and successfully negotiates sales contracts for Public Adjuster Services. Grows sales via recruiting and training Public Adjuster salespeople.

Familiarity with all aspects of the insurance claim process (including policy language and definitions specific to property claims, basic knowledge of Xactimate, and basic understanding of commercial and residential construction practices). Effectively determines and communicates the extent of loss or damage associated with commercial and residential claims in a variety of loss types. Investigates commercial and residential property claims, evaluates damages, determines coverage, creates accurate loss estimates, manages consultants, and achieves a prompt, fair, and equitable settlement according to fair claims handling requirements. Negotiates settlement of claims with varying complexity and perils.

Candidate Profile

Education and Experience

• 2 years experience in the property insurance field or related professional area.
• Licensed as a Public Adjuster in the State of Texas.

Other Required Skills

• Ability to understand the claims adjudication process.
• Minimum of two (2) years of experience in commercial and/or residential property adjusting or other insurance-related work.
• Basic knowledge of commercial and residential construction principles.
• Ability to read and understand Xactimate estimate format.
• Knowledge of property claim law; skills in analyzing, interpreting, synthesizing, prioritizing, and reporting pertinent information and discerning the essential from the non-essential.
• Research and investigative abilities; negotiating, conflict resolution, and persuasion abilities.
• Working knowledge of the Microsoft Office platform.

Core Work Activities

• Sales – develops, solicits, and closes commercial and residential insurance claim leads in a variety of settings across a variety of loss types with a primary focus on Residential House Fires.
• Uses knowledge of Sales, Public Insurance Adjusting, Insurance Policy Language Interpretation, and/or knowledge of the specific industry or business affected, to personally conduct, or oversee a sales team, for Property Inspections, Insurance Policy Reviews, and Sales as necessary to close and onboard new clients.
• Obtains necessary information from the claimant and from experts such as architects, engineers, builders, construction workers, police officers, accountants, and others to fully and accurately assess the extent of a loss.
• On-board new clients by gathering loss information, performing data entry, and providing the clients with an explanation of the company practices and procedures.
• Applies understanding of insurance policies and policy interpretation, establishing appropriate loss estimates based on all relevant information and findings.
• Ensures the accuracy of information collected and reported and guards against fraudulent claims, based on critical issues identified and accurate conclusions drawn.
• Maintains accurate, thorough field notes, journal entries, and time and expense records as required.
• Answers telephone line(s); provides callers with responses to all types of requests, both routine and those requiring research and follow-up; directs calls to the appropriate person or takes messages.
• Develops alternative methods to handle requests and address ambiguous issues. Routinely responds directly to the caller after performing research or follow-up.
• Responds to all emails that are relevant to the job description and of service to the claim in a timely and professional manner.
• Identifies areas where new administrative policies and procedures may be necessary within a department. Performs research and follow-up necessary to solve problems encountered. Initiates the project to develop the new policy or procedure.
• Sets priorities and establishes procedures for completing responsibilities.
• Resolves and determines the urgency level of conflicting priorities. Prioritizes aspects of the work.
• Maintains company CRM and customer log files as often as necessary to document and communicate the claim’s current disposition.
• Maintains company-specific position calendar within job purview.
• Routinely communicates with True View Commercial leadership and staff in an effort to maintain the overall success of projects and business functions.