Job Description
Personal Lines Client Executive
Job Summary
Seeking a dynamic and results-driven Personal Lines Client Executive to join a team. This role is designed for individuals who thrive on building relationships, driving new business, and delivering exceptional client experiences. As a Client Executive, you will focus on cultivating referral partnerships, managing a robust sales pipeline, and securing new business opportunities. Supported by a dedicated VIP Client Manager Team, you will have the freedom to focus on growth while ensuring clients receive top-tier service.
Compensation Package
- Competitive base salary with performance-based incentives.
- Comprehensive benefits package, including health, dental, and vision insurance.
- Paid time off and holidays.
- Professional development opportunities and ongoing training.
Responsibilities
- New Business Development: Generate new business by building and nurturing relationships with referral partners, including realtors, lenders, and community influencers.
- Sales Execution: Prepare, present, and close quotes while advising clients on coverage strategies.
- Pipeline Management: Maintain an active and organized sales pipeline using the Pipeline Management tool.
- Client Onboarding: Secure signed applications and required documentation to finalize sales.
- Retention Accountability: Ensure the retention of clients you bring on board, contributing to overall business growth.
- Referral Network Growth: Expand and strengthen your network of referral partners to drive consistent business opportunities.
Qualifications/Requirements
- Proven track record in sales, business development, or a related field, preferably within the insurance or financial services industry.
- Strong interpersonal and relationship-building skills.
- Ability to work independently and manage multiple priorities effectively.
- Excellent communication and presentation skills.
- Proficiency in using CRM or pipeline management tools.
- A results-oriented mindset with a passion for achieving and exceeding targets.
- Relevant licensing or willingness to obtain required certifications.
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