Commercial P&C Producer

WTW · Charlotte, NC · 2 wk ago

On-siteArt & CreativeFull-time

Sales Process:

Prepare proposals and presentations using marketing resources, practice groups and other WTW producers.
Design individual prospect sales strategies and develop unique prospect programs.
Align with individual client sales strategies.
Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.
Provide consultative advice in key risk areas.
Identify and close potential cross-sell opportunities.

Client Management:

Maintain consistent/high quality touch points by phone and face to face with clients.
Champion the proper advocacy of claims.
Participate in stewardship meetings.
Support Client Management team in identifying and closing rounding opportunities.

Pipeline Management:

Identify prospects for business from existing and prospective clients.
Develop new relationships with individuals responsible for insurance and risk management decisions.
Obtain referral leads from existing clients.
Aggressively identify and pursue cross-selling opportunities.
Participate and take leadership roles in targeted community and professional associations.

People Management:

Provide annual input for the performance review of team members.
Provide timely/quality feedback to service team members; assist team members in acquiring new skills.
Help to identify and develop future producer talent.

The Requirements

Bachelor of Arts/Bachelor of Science degree in related field of study preferred
Valid State-relevant insurance license(s)
Prior experience working for or with Financial Institutions or Professional Services firms
Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional
Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management and cross-selling
Ability to identify and leverage essential information and think in a critical and logical manner
Ability to work in a client-centric strategic and decisive manner according to tight deadlines
Excellent communication (written, verbal and oral) skills and interpersonal skills

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