Client Executive - Commercial Insurance
Core
Develop and grow a client book of business for commercial insurance, focusing on retention, new business origination, and strategic account management within the Toledo Benefits market.
Role type
Client Executive (Commercial Insurance Brokerage)
Builds
Commercial insurance policies and client relationships
Domain
Insurance Brokerage / Commercial Property & Casualty
Deliverable
client delivery
Required skills
commercial insurance brokerage sales, prospecting, cold calling, networking, account rounding, cross-selling, upselling, client strategy, business growth, retention, negotiation, P&C licensing, industry resource knowledge, risk management principles
Preferred skills
Hylant sales methodology, Microsoft Office (Excel, Word, PowerPoint, Outlook), travel for meetings and conferences
Technologies
Microsoft Office Suite
Responsibilities
Establish sales development plans to originate new business, build and incrementally grow a book of business, generate sales leads through prospecting and networking, develop and maintain relationships with new and existing customers, understand and anticipate customer needs to provide solutions, conduct sales presentations, manage client renewal processes, strengthen firm relationships and drive continuous improvements, represent the firm at trade and industry events, manage negotiations on commission and fee arrangements
Seniority
Mid-level, hands-on IC