Personal Lines Sales Executive
Core
Driving new business growth in Personal Lines insurance by identifying prospects, building relationships, and developing customized sales strategies.
Role type
Personal Lines Sales Executive
Builds
New client portfolios and retention strategies for insurance customers
Domain
Insurance (Personal Lines)
Deliverable
client delivery
Required skills
prospecting, relationship building, sales strategy, telemarketing, networking, client onboarding, cross-selling, compliance, financial aptitude
Preferred skills
event networking, customer service
Technologies
Microsoft Office 365
Responsibilities
prospect and bind new business, pursue leads via telemarketing/networking, renew existing clients, collect coverage info and premiums, maintain documentation, oversee new clients with account managers, drive cross-selling, ensure compliance
Seniority
Mid-level, hands-on sales
