Managing Client Advisor
Core
Leads a team of Client Advisors to execute regional growth strategies in commercial insurance sales, focusing on new business, client expansion, and retention.
Role type
Senior sales team lead (Commercial Lines)
Builds
Commercial insurance policies and services for business clients
Domain
Insurance / Commercial Lines
Required skills
Commercial Lines sales expertise, team leadership and coaching, pipeline management, business development, performance accountability, market analysis
Preferred skills
Experience in commercial construction, P&C licensing knowledge
Technologies
CRM tools, sales planning software
Responsibilities
Translate regional growth priorities into actionable team expectations, coach Client Advisors on sales behaviors and productivity, drive new business and cross-sell activity, monitor team performance metrics and pipeline health, engage with key clients and prospects in the assigned geography, collaborate with operations and service partners to ensure execution quality
Seniority
Senior, hands-on IC with team management