Senior National Account Executive

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

📋 Description

• Promote Engle Martin’s business offerings and services across the USA, with a primary focus on Texas.

• Seek out new potential customers who require the organization’s services.

• Create business development leads and assist in the distribution and sale of products and services to new clients.

• Collaborate effectively with the sales team, sales support, Specialty Loss Group, and marketing department.

• Formulate and execute strategic sales plans that align with corporate objectives.

• Manage sales proposals and RFPs, along with formal and informal presentations.

• Engage in cold calling and follow up with warm leads generated from marketing initiatives and advertising.

• Oversee sales forecasting and establish performance targets.

• Analyze, oversee, and control spending within designated budgets.

• Collaborate with operational subject matter experts and senior leadership to facilitate pull-through.

• Enhance lead generation and revenue potential through channel distribution.

• Utilize sales statistics and CRM data to devise upselling and cross-selling strategies.

• Identify subject matter experts to aid in closing sales effectively.

• Prepare periodic sales information reports detailing wins and the sales pipeline.

• Review pricing structures and client directives for the claims administration team.

• Stay informed about company products, services, and pertinent customer information.

• Monitor and assess competitors’ actions and products.

• Represent the company at trade association events.

• Deliver compelling sales presentations to potential clients.

• Keep track of client spending distribution and the company’s market share compared to competitors.

• Serve as a client liaison for inquiries, complaints, and issues.

• Build and maintain relationships with prospective clients, particularly retail and wholesale brokers.

• Address client needs and facilitate problem resolution.

⛳️ Requirements

• Bachelor’s Degree in Marketing, Business Management, Risk Management, or a related field.

• Over 7 years of experience in Sales or Account Management, ideally within an Insurance/Claims environment, including Independent Adjusting Services and TPA Services.

• Proven ability to troubleshoot and solve problems.

• Strong presentation and written communication skills that are clear and concise.

• Demonstrated experience in cultivating relationships at various levels within retail and wholesale insurance brokerages.

• Excellent verbal and written communication abilities.

• Capability to manage multiple priorities while meeting deadlines.

• Strong customer service orientation.

• Exceptional organizational skills.

• Detail-oriented with a knack for problem-solving.

• Ability to work autonomously as well as collaboratively within a team.

• Proficient in Microsoft Word, Excel, and CRM systems.

• Willingness to travel for work, including evenings, overnight stays, and weekends.

• Flexibility to accommodate occasional meetings and work activities outside of standard business hours.

• Ability to lift and transport up to 10–20 lbs.

• Capacity for frequent standing, sitting, walking, bending, and reaching; with occasional kneeling and stooping.

• Proficient in operating office equipment.

• Ability to drive periodically as required.

🏝️ Benefits

• Regular, full-time, exempt employment status.

• Office equipment provided and utilized as part of the role.

• Work activities may involve travel, including evenings, overnight stays, and weekends.