Account Executive (Remote)
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The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
The Account Executive is responsible for developing assigned agencies by promoting Portfolio products, while maintaining the company’s philosophies and principles. Works with our entire organizational staff to ensure the success of assigned agencies with professionalism and enthusiasm and being the point of reference for all concerns, issues, and direction for everything pertaining to assigned agencies.
Essential Job Duties & Responsibilities:
• To be a product knowledge and technology expert in ALL environments
• Work with management and Client Relations teams to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
• Take immediate action to meet the needs of clients
• Responsible to work with others to work through/resolve issues with current clients
• General Management of current assigned agencies
• Proper delegation of work through the Business Development and Client Relations teams
• Accountable for meeting annual production forecast expectations
• Conduct Retro/Reinsurance and custom dealer presentations
• Complete Retro/Reinsurance reviews for ALL assigned agency business
• Manage assigned agencies Dealer’s remittance trends
• Manage assigned agencies attrition for current dealers
• Accountable for keeping expenses within the established guidelines
• Responsible for working with the accounting department on all accounting issues related to assigned agencies
• Responsible for working with the Claims department on claim issues related to assigned agencies
• Take ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Travel 70-80% of the time (air, road, etc.)
• Other Job Duties as assigned
• Work with management and Client Relations teams to continue to develop processes that will ensure current accounts’ growth and success with Portfolio.
• Take immediate action to meet the needs of clients
• Responsible to work with others to work through/resolve issues with current clients
• General Management of current assigned agencies
• Proper delegation of work through the Business Development and Client Relations teams
• Accountable for meeting annual production forecast expectations
• Conduct Retro/Reinsurance and custom dealer presentations
• Complete Retro/Reinsurance reviews for ALL assigned agency business
• Manage assigned agencies Dealer’s remittance trends
• Manage assigned agencies attrition for current dealers
• Accountable for keeping expenses within the established guidelines
• Responsible for working with the accounting department on all accounting issues related to assigned agencies
• Responsible for working with the Claims department on claim issues related to assigned agencies
• Take ownership of changes and is personally responsible for managing change in an upbeat positive manner
• Travel 70-80% of the time (air, road, etc.)
• Other Job Duties as assigned
Education & Experience Required:
• Attention to detail and quality of service clients.
• Well-developed organizational skills and the ability to successfully manage multiple issues and demands
• Excellent communication skills, both verbal and written
• Excellent in building relationships and partnerships
• A strong sense of urgency and a desire to succeed
• Driven by Integrity
Education and Qualification Requirements:
• Strong computer skills including proficiency with Microsoft Office, CRM Software, and internal software systems
• High School diploma or equivalent
• Problem resolution experience
• Strong sales aptitude
• 5+ or more years’ experience in an automotive sales related environment
• Well-developed organizational skills and the ability to successfully manage multiple issues and demands
• Excellent communication skills, both verbal and written
• Excellent in building relationships and partnerships
• A strong sense of urgency and a desire to succeed
• Driven by Integrity
Education and Qualification Requirements:
• Strong computer skills including proficiency with Microsoft Office, CRM Software, and internal software systems
• High School diploma or equivalent
• Problem resolution experience
• Strong sales aptitude
• 5+ or more years’ experience in an automotive sales related environment
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Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
Skills
As published by lever · 19 questions · 1 written answer
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, GitHub URL, Portfolio/video resume URL, Other website
Short answers (7)
- What is your target compensation (salary and bonus)?
- Briefly describe your experience managing multiple client accounts or territories.
- Tell me about a time you resolved a challenging client issue while maintaining the relationship.
- What CRM systems and sales technologies have you used in your current or previous roles?
- Have you been responsible for meeting sales, production, retention, or account growth targets? If yes, what were your results?
- What interests you most about working in an Account Executive role focused on agency/dealer relationship growth and client success? optional
- Where do you reside (city & state)?
Pick from a list (11)
- As part of any recruiting and hiring process, Protective collects and processes personal information relating to job applicants. The Company is committed to being transparent about how it collects and uses that information and to meeting its information protection obligations. In the recruitment and hiring process the “personal information” we collect includes: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Please be aware that the personal information you provide during the application process may be shared internally with employees of Protective as well as our designated third-party vendors for the purposes of the recruitment and hiring process, including contacting you regarding your application and assessing your qualifications for job openings with Protective. California applicants should review the state-specific notice provided in accordance with the California Privacy Rights Act. By clicking “Consent” below you understand and freely give your consent to Protective and our designated third-party vendors collecting and processing your personal information relating to your potential employment with Protective. Applicant Notice - California: As part of Protective’s commitment to transparency related to personal information, and in order to comply with the California Privacy Rights Act (“CPRA”), we are providing you with this disclosure regarding the categories of personal information we may collect from you and the purposes for which that information may be used. Information We Collect: In the recruitment and hiring process the categories of “personal information” we collect include: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Use of Personal Information: The personal information we collect during the application process is used to assess your qualifications for the purposes of the recruitment and hiring process, including contacting your regarding your application and assessing your qualifications for job openings with Protective. The personal information you provide will not be “sold to” or “shared with” a third-party as those terms are defined by the CPRA. The Company will not collect additional categories of personal information or use the personal information we collect for materially different, unrelated, or incompatible purposes without providing you notice. Retention of Information: Each of the categories of information you provide are subject to our internal policies on retaining employee and applicant information. These policies are based on applicable legal retention requirements for retaining personal information of applicants and/or employees. As part of our internal policies, we have a process in place to determine when this information is no longer needed and can be disposed of in a secure manner. Additional Information: For more information on your rights under the CPRA, please see the Company’s California Privacy Rights Act Policy. optional
- Are you legally authorized to work in the United States?
- Do you now, or will you in the future, require immigration sponsorship for work authorization (e.g., H-1B)?
- Have you ever been employed with Protective or one of its affiliates?
- How did you hear about this opportunity? optional
- Do you have a distraction free workspace and consistent access to internet with speeds of 10 Mbps for downloads and 5-10 Mbps for uploads? (you can check it here https://www.att.com/support/speedtest/) optional
- Do you have 5+ years of experience in an automotive sales, F&I, dealership, or related automotive environment?
- Have you managed or grown client, dealer, agency, or account relationships with revenue or production goals?
- Have you conducted client presentations, business reviews, sales meetings, or training sessions for customers or partners?
- Are you comfortable serving as the primary point of contact for assigned clients and coordinating with internal teams to address concerns?
- This role requires 70-80% travel. Are you able and willing to meet that travel requirement?
Written answers (1)
- Do you have any family members who are employed with Protective?