Client Executive - Commercial Insurance
Core
Develop and grow a commercial insurance client book of business through sales, retention, and strategic account management.
Role type
Senior commercial insurance broker (sales)
Builds
Commercial insurance policies and risk management solutions
Domain
Commercial Insurance / Property & Casualty
Deliverable
client delivery
Required skills
commercial insurance brokerage sales, property & casualty licensing, sales prospecting, account management, negotiation, cross-selling, upselling, client strategy, risk management principles
Preferred skills
trade and industry event representation, Microsoft Office proficiency, travel for business meetings
Responsibilities
Establish sales development plans to originate new business, build and maintain a book of business, generate sales leads through prospecting and networking, conduct sales presentations, manage client renewals, negotiate commission and fee arrangements, represent the firm at industry events
Seniority
Mid-Senior, hands-on IC