Property & Casualty Sales Executive
Core
Support a Producer's book of business by driving new business development, sales initiatives, and strategic account support in commercial property & casualty insurance.
Role type
Property & Casualty Sales Executive
Builds
Commercial insurance solutions and proposals for clients
Domain
Insurance / Property & Casualty
Deliverable
product features
Required skills
Commercial insurance coverages knowledge, risk management concepts, carrier markets understanding, MS Office proficiency, CRM management, consultative sales guidance
Preferred skills
2+ years commercial P&C experience, CIC/CISR/CRM/CPCU designations, Bachelor's Degree, AMS 360/EPIC systems proficiency
Technologies
CRM platforms, AMS 360, EPIC systems
Responsibilities
Partner with Producer to achieve new business sales goals and revenue objectives; Identify and pursue new business opportunities through prospect outreach and networking; Participate in prospect and client meetings and presentations; Conduct coverage and risk discussions to provide consultative recommendations; Collaborate with carriers and internal teams to develop competitive solutions; Prepare and present proposals, coverage comparisons, and renewal strategies; Identify cross-selling and referral opportunities; Support implementation of newly written business; Monitor sales activity and pipeline progress in CRM; Maintain accurate documentation of client interactions and account information.
Seniority
Individual Contributor