Senior Sales Executive - Property & Casualty

Senior Sales Executive – Property & Casualty

Cincinnati, OH (hybrid) – Also open to other locations including: Cleveland, Columbus, Detroit, and Pittsburgh

Competitive Pay And Benefits

The Senior Sales Executive is responsible for generating sales opportunities with new clients in a defined market. This role involves coordinating personal sales efforts with team members and internal staff, as well as collaborating with the team to cross-sell products and services. The position requires the development and implementation of a personal sales plan with direct accountability for annual production goals.

Senior Sales Executive Responsibilities

1. Develop and implement a sales development plan to originate business with new clients.
2. Build and maintain a growing book of business each year.
3. Identify and secure new clients; maintain an existing book of business; expand book of business.
4. Identify opportunities to cross-sell multiple lines of coverage to existing clients.
5. Maintain a high level of sales activity through self-driven initiatives to achieve production goals.
6. Source leads, identify decision-makers, and make cold calls to secure appointments and service presentations.
7. Perform detailed analysis of prospective clients' needs and recommend appropriate and competitive coverages.
8. Develop and implement presentation and closing techniques to secure new business.
9. Maintain close relationships with existing clients to ensure services are provided as expected and act as a consultant to resolve complex risk problems.
10. Keep accurate and timely electronic records of all prospecting activities using Microsoft CRM software.
11. Build a personal network of contacts for long-term prospect sourcing through professional referrals and community involvement.
12. Attend industry events, seminars, and workshops to stay informed about market changes and new products/services.
13. Review and provide analysis on financial statements to determine risk profile and creditworthiness.
14. Mentor junior-level sales team members and offer guidance.

Senior Sales Executive Requirements

1. Bachelor degree in Business Administration (MBA Preferred) from a four-year college or university and five to ten years or more of related experience (will consider the equivalent combination of education and experience).
2. Prior Experience Specifically Required:
1. P&C brokerage and consulting experience required.
2. Prior supervisory experience preferred.
3. Experience in the preparation, analysis, and interpretation of risk data for presentation of servicing solutions required.
3. Proven experience in sales, account management, or underwriting within Property & Casualty, Life & Health, Personal Lines, or Retirement Planning.
4. Demonstrated sales achievement with an established book of business.
5. Proven experience in client retention and contributing to the annual growth of the established book of business.
6. Pro-active, goal-driven, and confident.
7. Service-oriented and collaborative.
8. Effective in networking and relationship-building.
9. Possess exceptional interpersonal abilities.
10. Professional and outgoing demeanor.
11. Excellent listening, verbal, and written communication skills.
12. Highly organized, detail-oriented, and results-focused.
13. Strong analytical and problem-solving skills.