Sales Executive, P&C – Job Description

Position Summary

Responsible for generating sales opportunities with new clients within a defined market while building, maintaining, and growing a book of business aligned to annual production goals. The role is accountable for executing a personal sales strategy, driving cross-sell opportunities, and providing consultative risk management solutions. This role is both strategic and hands-on, requiring proactive prospecting, client relationship development, and full lifecycle sales execution in support of organizational growth.

Key Responsibilities

Functional Leadership & Ownership

·       Ownership of personal sales pipeline, book of business, and production goals.

·       Development and execution of an individual sales development plan.

·       Acting as a subject matter expert in insurance products, risk management, and client solutions.

·       Aligning sales strategy with organizational growth initiatives.

Hands-On Execution & Delivery

·       Executing proactive prospecting strategies including cold outreach, networking, and referral generation.

·       Identifying decision-makers and securing meetings and presentations.

·       Conducting detailed analysis of prospective clients’ insurance and risk programs.

·       Designing and customizing insurance solutions and presenting recommendations.

·       Applying closing techniques to secure new business and achieve sales targets.

Reporting, Quality & Operational Support

·       Maintaining accurate and timely CRM records including contacts, activities, opportunities, and outcomes.

·       Ensuring quality, accuracy, and completeness of proposals, presentations, and sales documentation.

·       Monitoring pipeline activity and proactively managing follow-ups and next steps.

Cross-Functional Partnership & Integration

·       Partnering with internal service teams and practice leaders to deliver integrated client solutions.

·       Collaborating to identify and execute cross-sell opportunities across all lines of business.

·       Ensuring seamless transition from sales to service and ongoing client support.

Growth, Change & Special Initiatives

·       Participating in business development meetings and company initiatives.

·       Attending industry events, seminars, and training to enhance knowledge and skills.

·       Staying current on market trends, legislative changes, and new products.

Process Improvement & Best Practices

·       Identifying opportunities to improve personal sales effectiveness and processes.

·       Leveraging insights and trends to refine prospecting and closing strategies.

·       Supporting adoption of consistent tools, processes, and best practices.

Center of Excellence (COE) Contribution

·       Contributing market feedback, sales insights, and client needs to broader organizational strategy.

·       Supporting development of scalable sales practices, tools, and approaches.

Accountability

The role is accountable for achieving annual production goals, consistently generating new business, growing and retaining a profitable book of business, maintaining strong client relationships, and demonstrating ownership and accountability across the full sales lifecycle.

Qualifications

Required

·       3–5+ years of related experience or equivalent combination of education and experience.

·       Proven insurance brokerage sales experience.

·       Experience in Property & Casualty, Life & Health, Personal Lines, or Retirement Planning.

·       Appropriate insurance licensing required.

Preferred

·       Established professional network and referral sources.

·       Active participation in community or industry organizations.

Key Competencies

·       Proactive, goal-driven, and confident approach

·       Service-oriented and collaborative mindset

·       Strong networking and relationship-building skills

·       Exceptional interpersonal and communication abilities

·       Highly organized, detail-oriented, and results-focused

·       Analytical thinking and problem-solving capability

·       Creative and innovative approach to solutions

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