Personal Lines Sales Executive
Core
Drive new business growth in personal lines insurance by prospecting, building relationships, and managing client onboarding and retention.
Role type
Personal Lines Sales Executive
Builds
New client accounts and renewals for personal lines insurance policies
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Prospecting, relationship building, sales strategy development, client onboarding, renewal management, cross-selling, compliance adherence, financial aptitude
Preferred skills
Networking, customer service, Microsoft Office 365 proficiency
Responsibilities
Prospect, develop, propose, and bind new business; Renew existing clients annually; Assist in collecting coverage information and premiums; Maintain client documentation; Oversee new clients with assigned account managers; Drive cross-selling strategies; Ensure compliance with government agencies and corporate policies; Attend training sessions to maintain skills
Seniority
Mid-level, hands-on IC