Sales Executive, Commerical

Key Responsibilities

• Owns the sales process from prospecting through closing and account transition.
• Acts as a trusted advisor and subject matter expert for clients’ risk and insurance needs.
• Collaborates with internal teams to align solutions with client objectives.
• Generates and qualifies leads by identifying prospects and evaluating market position.
• Researches and analyzes sales opportunities and develops tailored strategies.
• Actively pursues new business opportunities with a strong hunter mentality.
• Maintains accurate pipeline and sales activity tracking.
• Ensures timely and high-quality client deliverables.
• Monitors client needs and proactively addresses coverage gaps or risks.
• PARTNERS WITH INTERNAL DIVISIONS TO DELIVER COMPREHENSIVE SOLUTIONS.
• IDENTIFIES AND EXECUTES CROSS-SELLING OPPORTUNITIES ACROSS THE FIRM.
• SUPPORTS SEAMLESS CLIENT ONBOARDING AND SERVICE TRANSITIONS.
• DRIVES NEW REVENUE GROWTH AND MARKET EXPANSION INITIATIVES.
• ADAPTS TO EVOLVING MARKET CONDITIONS AND CLIENT NEEDS.
• SUPPORTS STRATEGIC BUSINESS DEVELOPMENT EFFORTS.
• STAYS CURRENT ON INDUSTRY TRENDS, COMPETITORS, AND MARKET ACTIVITY.
• CONTINUOUSLY REFINES SALES STRATEGIES AND APPROACHES.
• PROMOTES BEST PRACTICES IN BUSINESS DEVELOPMENT AND CLIENT ENGAGEMENT.
• SHARES INSIGHTS AND MARKET INTELLIGENCE WITH BROADER SALES TEAM.
• CONTRIBUTES TO DEVELOPMENT OF SALES PLAYBOOKS AND BEST PRACTICES.
• SUPPORTS ALIGNMENT WITH ORGANIZATIONAL GROWTH STRATEGY.
• DELIVERS CONSISTENT NEW BUSINESS REVENUE AND GROWTH.
• MANTAINS STRONG CLIENT RELATIONSHIPS AND SATISFACTION.
• ENSURES ACCURACY AND QUALITY OF SALES ACTIVITIES AND DELIVERABLES.
• CONTRIBUTES TO OVERALL FIRM SUCCESS THROUGH COLLABORATION AND CROSS-SELLING.
• DEMONSTRATES SOUND JUDGMENT AND OWNERSHIP IN DECISION-MAKING.

Required Qualifications

• 2–7 years of sales experience or relevant insurance-related experience.
• Strong business development and relationship-building skills.
• Ability to identify client needs and deliver tailored solutions.
• Established or developing network in PA, MD, DC, or VA.
• Ability to work in a collaborative, team-oriented environment.
• PREFERRED BACHELOR’S DEGREE IN BUSINESS OR RELATED FIELD.
• Experience in commercial insurance or brokerage environment.
• Property & Casualty license.
• Advanced designations (CIC, CPCU, etc.).
• Experience with Applied EPIC.