Sales Executive - P&C

Sales Executive, P&C – Job Description

Position Summary

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.

Key Responsibilities

Functional Leadership & Ownership

· 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.

Hands-On Execution & Delivery

· 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.

Reporting, Quality & Operational Support

· 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.

Cross-Functional Partnership & Integration

· 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.

Growth, Change & Special Initiatives

· 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.

Process Improvement & Best Practices

· 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.

Center of Excellence (COE) Contribution

· Contributing market feedback, sales insights, and client needs to broader organizational strategy.

· Supporting development of scalable sales practices, tools, and approaches.

Accountability

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.

Qualifications

Required

· 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.

Preferred

· Established professional network and referral sources.

· Active participation in community or industry organizations.

Key Competencies

· 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

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