Role OverviewThe Client Executive is responsible for soliciting and selling new business, developing additional revenue from existing clients, and driving organic growth by identifying opportunities, building relationships, and presenting tailored risk management and insurance solutions.
What You Will Do
Meet sales goals, identify and qualify new leads, develop and sell new business proposals, comply with agency account quality and size standards, and provide ongoing professional advice and guidance to improve clients' risk management and insurance programs.
Why It Might Be a Fit
This role requires a professional demeanor, strong communication and advisory skills, and the ability to build and deepen relationships with clients.
Requirements
- Meet activity and sales goals
- Proactively identify and qualify new leads
- Develop, present and sell new business proposals
- Comply with agency account quality and size standards
- Establish appropriate payment arrangements
- Perform periodic service and goodwill calls
- Provide ongoing professional advice and guidance
- Actively pursue cross-sales of additional coverages and policies
- Collaborate with life, health, benefits and personal lines producers
- Attend and actively participate in sales meetings
- Partner with the marketing department
- Participate in company and carrier relationship-building efforts
- Achieve educational and professional development goals
- Maintain a professional demeanor and promote a positive public image
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