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 accounts and renewals for personal lines insurance products
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
prospecting, relationship building, sales strategy development, client onboarding, renewal management, cross-selling, compliance adherence, financial aptitude
Preferred skills
telemarketing, networking, Microsoft Office 365 proficiency
Technologies
Microsoft Office 365
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 policies; Attend training sessions
Seniority
Mid-level, hands-on IC