Sales Executive - P&C

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.

Sales Executive, P&C – Job Description

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Contributing market feedback, sales insights, and client needs to broader organizational strategy.
• Supporting development of scalable sales practices, tools, and approaches.

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.

• 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.

• Established professional network and referral sources.
• Active participation in community or industry organizations.

• 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