Client Executive
About the role
The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. This New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured.
Responsibilities
- Understand various Carrier Appetites and Carrier Websites.
- Work closely with Carrier Underwriters to determine risk placement.
- Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
- Complete policy correspondence delivery per agency guidelines and procedures.
- Build and maintain positive working relationships with co-workers, supervisors, and carrier representatives.
- Aid with special projects as assigned by management.
Requirements
- Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs.
- Ability to work independently and anticipate client and team needs.
- Effective time management and decision-making skills.
- Strong leadership and diligent follow-through skills.
- Ability to negotiate and express ideas clearly in both written and oral communications.
- Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams.
- Influential presentation and public speaking abilities.
- Comprehensive experience with the New England/Northeast P&C markets.
- Self-confident to make sound independent decisions.
- Ability to successfully interact with a variety of people/personalities.
Qualifications
- A bachelor’s degree preferred.
- HS Diploma or GED is required with additional learning/certifications.
- More than 3 years of directly related industry sales and service experience.
- Certificates, Licenses, Registration: Property & Casualty Broker's License required upon hire. CPCU, CPRIA, CAPI or other P&C designation preferred.
Skills
- Strong computer skills.
- Effective verbal, written and electronic communications.
Benefits
- Competitive salary.
- Paid vacation and holidays.
- 401(k) with match.
- Exclusive discount programs.
- Health and wellness programs.
Pay
The base salary range for this position is $50,000 – $65,000. Compensation will also include 40% commission on new business, The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Schedule
This is a full-time role offering a remote or hybrid schedule from our West Hartford, CT or Vermont offices.