Personal Risk Client Executive – Mid-Atlantic Region

Role Overview

• Identify and cultivate new business opportunities through internal NFP referrals.
• Build and maintain strong relationships with new and existing clients.
• Conduct thorough assessments of client insurance needs and provide tailored solutions.
• Prepare and deliver compelling sales presentations and proposals.
• Stay informed about industry trends, regulations, and competitor activities.
• Work closely with carrier underwriters, customer service representatives, and other team members.
• Meet or exceed monthly and annual sales targets and quotas.
• Maintain accurate records of sales activities and client interactions.

Requirements

• Previous experience in insurance sales or a similar insurance role is preferred.
• Excellent verbal and written communication skills
• Strong analytical and problem-solving abilities
• Ability to establish and maintain positive relationships with clients and team members
• Active property and casualty license is required.
• Strong knowledge of insurance products and risk management.
• Proficient in Microsoft Office, Teams, and Excel.
• More than 3 years of directly related industry sales and service experience.
• A bachelor's degree preferred. HS Diploma or GED is required with additional learning/certifications.

Benefits

• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs