Sales Executive, Employee Benefits (Tampa)

About the Role

The Sales Executive – Producer drives business development and delivers customized insurance and bonding solutions across key industries including Construction, Real Estate, Manufacturing, Healthcare, and other business segments. This role focuses on generating and qualifying leads, building and maintaining strong client relationships, and partnering internally to deliver tailored solutions that align with client needs while supporting firm-wide growth. The position is both strategic and hands-on, requiring a proactive, hunter mentality and a strong commitment to client success and organizational performance.

Responsibilities

• Own the sales process from prospecting through closing and account transition.
• Act as a trusted advisor and subject matter expert for clients’ risk and insurance needs.
• Collaborate with internal teams to align solutions with client objectives.
• Generate and qualify leads by identifying prospects and evaluating market position.
• Research and analyze sales opportunities and develop tailored strategies.
• Actively pursue new business opportunities with a strong hunter mentality.
• Maintain accurate pipeline and sales activity tracking.
• Ensure timely and high-quality client deliverables.
• Monitor client needs and proactively address coverage gaps or risks.
• Partner with internal divisions to deliver comprehensive solutions.
• Identify and execute cross-selling opportunities across the firm.
• Support seamless client onboarding and service transitions.
• Drive new revenue growth and market expansion initiatives.
• Adapt to evolving market conditions and client needs.
• Support strategic business development efforts.
• Stay current on industry trends, competitors, and market activity.
• Continuously refine sales strategies and approaches.
• Promote best practices in business development and client engagement.

Qualifications

You may be a great fit if you:

• Take pride in producing and maintaining strong client relationships.
• Thrive in a collaborative, fast-paced, detail-oriented environment.
• Build trusted relationships with clients and internal partners.
• Demonstrate ability to deliver consistent new business revenue and growth.
• Ensure accuracy and quality of sales activities and deliverables.
• Contribute to overall firm success through collaboration and cross-selling.
• Communicate clearly and professionally, both verbally and in writing.
• Demonstrate sound judgment and ownership in decision-making.

Requirements

• 2–7 years of sales experience or relevant insurance-related experience.
• Strong business development and relationship-building skills.
• Client-centric mindset with the ability to clearly explain coverages and provide tailored risk management solutions.
• Established or developing network in Florida.
• Ability to work in a collaborative, team-oriented environment.
• Active Property & Casualty License for Florida.

Preferred Qualifications

• Bachelor’s degree in business or related field.
• Experience in commercial insurance or brokerage environment.
• Advanced designations (CIC, CPCU, etc.).
• Experience working with agency management systems, CRM platforms, or benefits administration systems.