Client Executive
Core
Developing new business opportunities, closing sales, and strategically managing and retaining an assigned book of business for insurance clients.
Role type
Client Executive (Sales & Account Management)
Builds
New business revenue and client retention strategies
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
sales, prospecting, relationship management, contract negotiation, compliance knowledge, CRM management, strategic selling, C-suite communication
Preferred skills
broker agency experience, P&C firm experience, selling to C-Suite, Microsoft Office proficiency, Excel proficiency, database applications familiarity
Technologies
Microsoft CRM, Microsoft Office, Microsoft Excel
Responsibilities
Identify, prospect, and close new business via referrals, networking, and organic meetings; Work with Marketing to nurture prospects; Build rapport via face-to-face, phone, and social media; Educate prospects on business trends and company value; Manage sales pipeline via CRM; Establish vendor relationships and referral sources; Foster client relationships to ensure satisfaction and retention; Negotiate client contracts with carriers; Review client RFPs; Oversee service delivery and renewal strategies; Conduct client meetings regarding pre-renewal and open enrollment strategies.
Seniority
Mid-Senior level, hands-on IC