Develop new business opportunities and close sales to achieve established annual sales goals
Strategically manage and retain an assigned book of business
Work closely with the marketing team to identify and cultivate leads
Build rapport and business relationships quickly and effectively
Educate prospects on business trends, compliance, and company value proposition
Manage sales pipeline and activities via Microsoft CRM
Attend association events and meetings based on targeted verticals
Foster and manage overall relationship with clients to ensure high client satisfaction and annual retention goals
Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment and post renewal follow-up

7+ years’ of sales and/or P&C experience, preferred; 5+ required
Experience selling to C-Suite, strongly preferred
Current appropriate insurance license, required
Bachelor’s Degree, preferred
Must have a practical knowledge of quoting process and tools
Must be highly skilled in use of Microsoft Office
Experience with customer relationship management (CRM) software program, preferred
ability to thrive in fast-paced environment and meet or exceed annual sales and retention goals
Must be organized and detail-oriented, with the ability to meet deadlines and work well with others

Client Executive

Key skills