Sales Executive, Employee Benefits (Tampa)

Summary

The Sales Executive – Producer is responsible for driving business development and delivering customized insurance and bonding solutions across key industries including Construction, Real Estate, Manufacturing, Healthcare, and other key business segments. This role focuses on generating and qualifying leads, building and maintaining strong client relationships, and partnering internally to deliver tailored solutions that align with client needs while supporting firm-wide growth.

The position is both strategic and hands-on, requiring a proactive, hunter mentality and a strong commitment to client success and organizational performance.

• Owns the sales process from prospecting through closing and account transition.
• Acts as a trusted advisor and subject matter expert for clients’ risk and insurance needs.
• Collaborates with internal teams to align solutions with client objectives.

• Generates and qualifies leads by identifying prospects and evaluating market position.
• Researches and analyzes sales opportunities and develops tailored strategies.
• Actively pursues new business opportunities with a strong hunter mentality.

• Maintains accurate pipeline and sales activity tracking.
• Ensures timely and high-quality client deliverables.
• Monitors client needs and proactively addresses coverage gaps or risks.

• Partners with internal divisions to deliver comprehensive solutions.
• Identifies and executes cross-selling opportunities across the firm.
• Supports seamless client onboarding and service transitions.

• Drives new revenue growth and market expansion initiatives.
• Adapts to evolving market conditions and client needs.
• Supports strategic business development efforts.

• Stays current on industry trends, competitors, and market activity.
• Continuously refines sales strategies and approaches.
• Promotes best practices in business development and client engagement.

• Take pride in producing and maintaining strong client relationships.
• Thrive in a collaborative, fast-paced, detail-oriented environment
• Builds trusted relationships not only with clients but also internal partners.
• Demonstrates ability to deliver consistent new business revenue and growth.
• Ensures accuracy and quality of sales activities and deliverables.
• Contributes to overall firm success through collaboration and cross-selling.
• Communicate clearly and professionally, both verbally and in writing
• Demonstrates sound judgment and ownership in decision-making.

• 2–7 years of sales experience or relevant insurance-related experience.
• Strong business development and relationship-building skills.
• Client Centric Mindset Ability to clearly explain coverages to clients and provide tailored risk management solutions.
• Established or developing network in FL.
• Ability to work in a collaborative, team-oriented environment
• Hold an Active Property & Casualty License for FL

• Bachelor’s degree in business or related field.
• Experience in commercial insurance or brokerage environment.
• Advanced designations (CIC, CPCU, etc.).
• Experience working with agency management systems, CRM platforms, or benefits administration systems