Sales Account Executive

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Cultivate assigned dealer accounts by advocating for Portfolio products.

• Uphold company philosophies and principles.

• Act as the primary point of contact for concerns, issues, and guidance related to assigned accounts.

• Become the expert on Portfolio product knowledge and technology in all settings.

• Collaborate with management and the Client Relations team to establish processes that bolster account growth and success.

• Address client needs promptly.

• Resolve issues for existing clients.

• Oversee assigned agencies.

• Assign tasks through CRMs and RAMs.

• Achieve Portfolio’s annual production targets.

• Present retro/reinsurance and customized presentations to dealers.

• Conduct retro/reinsurance evaluations for business related to assigned agencies.

• Monitor dealer remittance trends and client attrition.

• Maintain expenses within set guidelines.

• Collaborate with Accounting on financial matters pertaining to assigned agencies.

• Work alongside Claims on issues related to assigned agencies.

• Adhere to Portfolio Standards and Philosophy.

• Adapt positively to changes and take responsibility for tasks.

• Execute other duties as assigned.

⛳️ Requirements

• High School diploma or equivalent.

• Strong computer proficiency.

• Expertise in Microsoft Office.

• Knowledge of CRM Software.

• Familiarity with internal software systems.

• Experience in problem resolution.

• Strong aptitude for sales.

• Over 5 years of experience in an automotive sales-related environment.

• Detail-oriented with a focus on quality service for clients.

• Well-developed organizational skills with the ability to manage multiple issues and demands.

• Exceptional verbal and written communication skills.

• Excellent relationship and partnership-building capabilities.

• Strong sense of urgency and determination to succeed.

• Driven by integrity.

• Willingness to travel 70–80% of the time.

• Physical ability to drive and navigate client locations.

• Capability to walk, stand, reach, stoop, kneel, crouch, and lift up to 50 pounds.

• Ability to sit for extended periods.

• Proficient in hearing and speaking frequently, both in-person and over the phone.

• Capacity to spend long hours in front of a computer screen.

🏝️ Benefits

• Comprehensive health insurance.

• Dental insurance.

• Vision insurance.

• Mental health benefits.

• Employee assistance program.

• Paid time off.

• Paid parental leave.

• Short-term disability.

• Cultural observance day.

• Contributions to healthcare accounts.

• Pension plan.

• 401(k) plan with Company matching.

• ProHealth Rewards platform offering cash rewards.

• Cash compensation through a sales incentive plan (SIP).