Client Executive - January 2027

Signers National•Dallas, TX

About The Position

Signers National is an insurance platform offering brokerage and underwriting services to organizations of all sizes. The company began in 2008 as a retail broker serving nonprofit and human service organizations and has since expanded into commercial real estate and transportation. It describes itself as socially conscious and focused on grit, continuous improvement, and positively affecting people’s lives. The Client Executive solicits prospective clients using proprietary resources, builds relationships, and gathers information to quote and sell insurance coverage that helps clients manage risk and exposure. The role focuses on meeting production goals and directly selling insurance to new and existing clients. Client Executives consult with prospects to determine their insurance needs, collaborate with the in-house carrier relations team to identify solutions, and work with assigned Account Managers to service acquired clients and maintain client satisfaction. The position also participates in in-house training on insurance products, sales, and servicing strategies.

Requirements

  • Bachelor’s degree.
  • Demonstrates the company’s Core Values: Work Ethic, Passion, Caring, Effectivity, and Humility.

Responsibilities

  • Meet production goals and directly sell insurance to new and existing clients.
  • Consistently contact new prospects by telephone using the proprietary prospect database to create opportunities for policy placement.
  • Lead consulting efforts with prospects to identify their insurance needs.
  • Work with the in-house carrier relations team to provide insurance solutions from industry-leading carriers.
  • Work with assigned Account Managers to service acquired clients, provide ongoing insurance solutions, and support client satisfaction.
  • Participate in in-house training programs to maintain product expertise and improve sales and servicing strategies.
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