Managing Client Advisor
Core
Lead a team of Client Advisors in West Michigan to execute commercial insurance growth strategies, drive sales performance, and manage client expansion and retention.
Role type
Senior team lead / manager for commercial insurance sales
Builds
Commercial insurance policies and services for business clients
Domain
Insurance / Commercial Lines
Deliverable
product features
Required skills
Commercial insurance sales, team leadership, coaching, pipeline management, business development, client engagement, sales forecasting, process improvement
Preferred skills
P&C licensing knowledge, commercial market dynamics, cross-functional collaboration
Technologies
Internal sales tools and CRM systems
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 pipeline health and forecast revenue, build external client relationships, collaborate with operations and service partners
Seniority
Senior, hands-on IC with team management