Engle Martin

Account Executive

• Sell Engle Martin’s business products and services throughout the USA, with a Texas focus
• Hunt for new prospective customers needing the organization’s services
• Generate business development leads and support distribution and sale of products and services to new clients
• Collaborate with the sales team, sales support, Specialty Loss Group, and marketing team
• Develop and implement strategic sales plans aligned with corporate goals
• Coordinate sales proposals and RFPs, and manage formal and informal presentations
• Conduct cold calling and follow up with warm prospects from marketing campaigns and advertisements
• Direct sales forecasting and set performance goals
• Analyze, manage, and control expenditures within assigned budgets
• Work with operational subject matter experts and senior leadership for pull-through
• Enhance lead generation and revenue opportunities through channel distribution
• Use sales statistics and CRM data to formulate upsell and cross-sell strategies
• Identify subject matter experts to assist in closing sales
• Complete periodic sales information reports covering wins and pipeline
• Review pricing schedules and client instructions for the claims administration team
• Maintain knowledge of company products, services, and relevant customer information
• Monitor and evaluate competitors’ activities and products
• Represent the company at trade association meetings
• Deliver sales presentations to prospects
• Maintain awareness of client spend distribution and the company’s share versus competitors
• Act as client liaison for concerns, complaints, and issues
• Establish and maintain relationships with prospective clients, primarily retail and wholesale brokers
• Address client needs and direct problem resolution

Senior National Account Executive