Commercial Insurance Sales Executive

Responsibilities

• Develop and maintain a strong book of business by building and nurturing long-term client relationships.
• Assess the insurance needs of businesses across diverse industries and present tailored solutions that align with their coverage requirements.
• Generate leads through networking, referrals, and various outreach efforts to expand the client base.
• Prepare and present proposals, quotes, and product recommendations to potential and existing customers.
• Collaborate with internal underwriters and customer service teams to deliver a seamless client experience.
• Stay informed about industry trends, regulatory requirements, and product developments to offer competitive solutions.
• Meet or exceed sales targets and performance metrics through a consultative and client-focused sales approach.
• Regularly follow up with clients to review policy performance, address questions, and recommend adjustments as needed.
• Represent the company at industry events, conferences, and community engagements to enhance brand visibility.

Qualifications/Requirements

• High school diploma or equivalent required; bachelor’s degree in business, finance, or a related field preferred.
• Proven experience as an Insurance Producer or experience in commercial insurance sales is highly desirable.

Skills And Competencies

• Exceptional interpersonal and communication skills with the ability to establish trust and build rapport with diverse clients.
• Strong negotiation and presentation skills to articulate the benefits of commercial insurance products.
• Goal-oriented mindset with a track record of meeting or exceeding sales targets.
• Proficiency in using CRM software to manage client data and sales pipelines.
• A self-starter with excellent time management and organizational abilities.

Additional Requirements

• Ability to travel locally to meet with clients and attend networking events as needed.