Client Executive

The Role

The Client Executive is responsible for developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining an assigned book of business.

Essential Duties and Responsibilities

• Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings to meet quarterly and annual revenue goals
• Work closely and effectively with Marketing team to strategically nurture and cultivate prospects
• Work closely with account manager(s) to identify markets for solicitation of new business
• Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other thought leadership opportunities
• Educate prospects on business trends, compliance, products evolution, and company value proposition
• Manage sales pipeline and sales activities via Microsoft CRM
• Attend association events and meetings based on targeted verticals
• Establish vendor relationships and develop referral sources
• Foster and manage overall relationship with clients to ensure high client satisfaction and annual retention goals
• Work closely and effectively with account management and service teams to ensure client needs are met
• Create and oversee client wellness program strategies
• Work closely and collaboratively with Client Service and Sales leader(s) to improve processes or services as needed
• Review client team’s RFPs to ensure proper strategy is being executed
• Oversee overall service delivery and work closely with internal service teams regarding clients’ pre-renewal strategy, renewal, open enrollment and post renewal follow-up
• Conduct client meetings (in conjunction with service team members where appropriate) regarding pre-renewal strategy, renewal, open enrollment and post renewal follow-up
• Negotiate client contracts with carriers
• Remain fully knowledgeable on compliance issues governed by legislation and regulations

Qualifications, Skills and Requirements

• Excellent verbal and written communication skills, with the ability to influence and effectively interact with C-suite clients and prospective clients
• Strong leadership skills
• Self-motivated and disciplined
• Able to thrive in fast-paced environment and meet or exceed annual sales and retention goals
• Highly skilled in use of Microsoft Office
• Experience with customer relationship management (CRM) software program, preferred
• Able to articulate the company’s value proposition and capabilities
• Organized and detail-oriented, with the ability to meet deadlines and work well with others

Education, Training and Experience

• Experience in broker agency or P&C firm, required
• 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
• Practical knowledge of quoting process and tools
• Proficient in Microsoft Excel and familiar with database applications