Client Executive - Commercial Insurance
Core
Develop and grow a client book of business for commercial insurance, focusing on retention, new business origination, and strategic growth within the Toledo Benefits market.
Role type
Commercial insurance sales executive
Builds
Commercial insurance policies and client relationships
Domain
Insurance brokerage
Required skills
Commercial insurance brokerage sales, Property & Casualty licensing, Sales prospecting and lead generation, Client relationship management, Sales presentation and negotiation, Cross-selling and upselling strategies
Preferred skills
Hylant sales methodology, Risk management principles, Agency management, Industry benchmarking knowledge
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Establish sales development plans to originate new business, Build and maintain a book of business, Generate sales leads through prospecting and networking, Conduct sales presentations with potential customers, Manage client renewal and retention processes, Represent the firm at trade and industry events, Manage commission and fee negotiations
Seniority
Mid-level, hands-on IC