Enterprise Commercial Lines Client Advisor
Core
Drive new business and deepen client relationships for Enterprise Commercial Lines insurance solutions using data-driven insights and AI tools.
Role type
Enterprise Commercial Lines Client Advisor (Sales)
Builds
Insurance products and services 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, strategic growth planning, pipeline management, consultative selling
Preferred skills
Property and Casualty license, insurance industry experience, market expansion experience
Responsibilities
Achieve annual revenue objectives by building qualified pipelines and converting leads; Develop and execute strategic growth plans leveraging data and analytics; Serve as a trusted advisor to understand client challenges and deliver holistic solutions; Follow structured sales cadences for pipeline progression and forecasting; Conduct market research and competitive analysis to refine positioning.
Seniority
Mid-level, hands-on IC