Personal Lines Sales Producer

3 weeks ago


Houston, United States WTW inc. Full time

In this role you will be responsible for aggressively developing and managing an active pipeline through seeking out prospects, calling on potential clients, conducting in depth needs analysis/risk assessments, developing ideas for meeting their needs, presenting information on the organizations capabilities, strategically cross-selling products aligned with clients needs and introducing technical specialists, as required, to win and retain the business.

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Most of the activity in this role is directed toward the generation of new sales to existing and prospective clients. Success in this role is based on the incumbents ability to win and retain new business and meet or exceed established sales goal targets related to revenue growth, mix of business and penetration into industry specific targets.

Performance Objectives:

Achievement of Stated Sales Goals

Sales Process:

Prepare proposals and presentations using marketing resources, practice groups and other Willis Towers Watson producers.

Design individual prospect sales strategies and develop unique prospect programs

Align with individual client sales strategies

Conduct thorough needs analysis/risk assessment to uncover prospects/clients unique coverage needs

Provide consultative advice in key risk areas

Identify and close potential cross-sell opportunities

Client Management:

Maintain consistent / high quality touch points by phone and face to face with clients

Champion the proper advocacy of claims

Participate in stewardship meetings

Support Client Management team in identifying and closing rounding opportunities

Pipeline Management:

Identify prospects for business from existing and prospective clients

Develop new relationships with individuals responsible for insurance and risk management decisions

Obtain referral leads from existing clients

Aggressively identify and pursue cross-selling opportunities

Participate and take leadership roles in targeted community and professional associations

People Management:

Provide annual input for the performance review of team members

Provide timely / quality feedback to service team members; assist team members in acquiring new skills

Help to identify and develop future producer talent

The Requirements

BA/BS degree in related field of study required. Advanced education degrees preferred

Valid State-relevant Insurance license(s)

3 years experience in insurance sales

Professional designations such as CPCU, ARM, CIC preferred

Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional

Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management & cross-selling

Ability to identify and leverage essential information and think in a critical and logical manner

Ability to work in a client-centric strategic and decisive manner according to tight deadlines

Excellent communication (written, verbal & oral) skills and interpersonal skills

EOE, including disability/vets



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