Sales Executive, P&C

Roles And Responsibilities

• Developing new relationships using various methods including referrals, industry associations, and professional service providers.
• Prospecting new business opportunities through sales tools, personal networks, Gibson-sponsored events, referrals, etc.
• Maintaining and expanding the current book of business by engaging in professional and networking activities.
• Following up on leads in a timely manner and managing all sales activity within the customer relations management system.
• Achieving annual sales goals at or above agency standards and maintaining an active pipeline of 3x annual sales goals.
• Leading risk management strategies for existing relationships, providing efficient, professional, and courteous service, analyzing risk, coverage, and program structure, and recommending options.
• Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and solve difficult risk issues.
• Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents, ensuring timeframes and deliverables are met.
• Staying current with carriers, strategic partners, products/services, and applicable legislation.
• Performing other duties and special projects as assigned and acting as a backup to team personnel when necessary.

Requirements

• 5+ years of sales/consulting experience in a professional services industry.
• Prior experience in building and/or growing a book of business in a professional services industry.
• Demonstrated technical consulting experience with a track record of high client retention marks.
• Enjoy presenting to clients.
• Ability to work independently and within an advisory team.
• Energy in creating and cultivating new relationships.
• Proficiency in gathering data and excellent problem-solving skills.
• Commitment to professional growth and enjoyment of learning new skills.
• Exceptional written and verbal communication skills paired with above-average knowledge of Microsoft Outlook, Word, and Excel.

About Gibson

We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.

Noteworthy facts about Gibson:

• Founded in 1933
• Majority Employee-Owned
• Business Insurance Top 100 U.S. Broker
• Designated as one of the Best Places to Work
• Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Chicago, IL, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT
• A member of the Unison Risk Advisors platform of companies
• Comprehensive benefit offering available to choose from