Property & Casualty Client Executive

M3 Insurance • Kenosha, WI

258d • Hybrid

About The Position

At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations. In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all - you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way. The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services.

Requirements

• Bachelor's degree from a four-year college or university; OR
• A minimum of four years of comprehensive experience within the insurance industry, either in an agency or company setting, OR
• A minimum of four years of equivalent combined education and practical experience, preferably with a background in sales.
• Possession of an advanced degree or recognized insurance designation is highly advantageous.
• Proven capability to effectively oversee and manage a book of business.
• Skilled in delivering compelling presentations tailored for high-level executives.
• Exceptional interpersonal skills, facilitating seamless interaction with clients and colleagues alike.
• Strong analytical acumen to assess complex scenarios and formulate strategic solutions.

Responsibilities

• Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence.
• Foster enduring relationships with clients, ensuring their ongoing satisfaction and loyalty through regular communication and expert advice.
• Harness the power of satisfied clients to generate referrals, amplifying our reach and influence in the market.
• Maintain Client information, continuously analyzing and optimizing our book of business for growth and profitability.
• Collaborate with clients to guarantee coverage adequacy, orchestrating M3 resources as needed to fulfill their evolving needs.
• Regularly review existing policy coverages, proactively seeking opportunities for enhancement and negotiating with carriers to ensure optimal outcomes.
• Develop a personalized improvement plan, taking ownership of your growth journey and regularly enhancing technical and sales skills.
• Effectively manage workload, appointments, and monthly sales goals with precision and organization.

Benefits

• Flexible time-off
• Paid parental leave
• Employee appreciation events
• Volunteering opportunities
• Profit-sharing program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees