Account Executive

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Protector Plans is seeking an Account Executive to join our growing team in Tampa, FL.

The Account Executive will perform sales and technical functions for retention, cross selling, and new business to group medical, group dental, individual disability, individual life insurance. Professional Protector Plan professional liability policies and to excess and surplus lines customers as well.

How You Will Contribute:

• Maintain a renewal book of Group Medical and Group Dental business.

• Quote, complete and submit applications for individual disability, business overhead and business loan protection and life insurance for Dental practice acquisitions customers.

• Review applications submitted for renewals and process appropriate carriers. Secure required underwriting information and coordinate with carrier for quotes, binding coverage and handling all aspects of customer service on bound business.

• Responsible for the combined functions of the development and successful acquisition on new business revenue from new and existing clients and providing a high level of client service to assigned accounts.

• Manage the client and prospect relationships to help grow the book of existing accounts, providing, and recommending the most appropriate insurance solutions.

• Dental school relationship and presentations, as appropriate.

• Prepare new business strategies, including proposals and presentations while ensuring agreement with customer’s requests/requirements. Analyze prospect’s needs and current insurance programs and find opportunities to strengthen their risk management structure.

• Complete necessary research on client inquiries using multiple internal and external vendor systems and resources and prepare responses in real time.

• Prepare marketing strategy information and market the account to insurance carriers.

• Present carrier proposals to prospect.

Licenses and Certifications:

• State of Washington License (2-20 P&C) required.

• State of Washington Life & Health License

Skills & Experience to Be Successful:

• HS Diploma or equivalent is required; Prefer a college degree.

• Skill and ability to type 40 wpm. 

• Operate office equipment and a PC, use computer software to include, but not limited to, Word, Excel, Applied and ET File.

• Knowledge of good business practices and office procedures. 

• Ability to exercise prudent judgment in adhering to business and personnel guidelines.

• Ability to be a passenger on a plane, drive a motor vehicle, rent a motor vehicle, and maintain a good driving record.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.