Commercial Lines Client Advisor
Core
Drive new business and deepen client relationships for a global fintech leader in insurance and reinsurance by acting as a data-driven consultant.
Role type
Commercial Lines Client Advisor (Sales)
Builds
Insurance and reinsurance solutions for businesses and individual clients
Domain
Insurance / Fintech
Deliverable
client delivery
Required skills
client advising, business development, CRM usage, AI application usage, market research, competitive analysis, sales cadence management, quota achievement
Preferred skills
Property and Casualty licensing, insurance industry experience, market expansion experience
Responsibilities
Build qualified pipeline and convert leads to revenue, execute strategic growth plans using data and analytics, serve as a trusted advisor to understand client challenges, follow structured sales cadences for deal management, conduct market research and competitive analysis
Seniority
Individual Contributor, entry to mid-level
