Creative Financial Staffing | Client Executive MI

7 days ago


grand rapids, United States Creative Financial Staffing Full time

Job Summary for Client Executive:
Our client is looking for a motivated and results-driven Client Executive (Commercial Sales) to join their growing team in the insurance industry. This role combines sales, account management, and business development to drive client satisfaction and growth. The ideal candidate is client-focused, excels at building and maintaining relationships, and has a strong desire to succeed. While a Property and Casualty License is not required upon hire, a willingness to obtain it is essential.

Key Responsibilities for Client Executive:

  • Sales and Account Management: Manage a portfolio of clients, identify upselling and cross-selling opportunities, and ensure ongoing client satisfaction.
  • Business Development: Proactively identify and pursue new business opportunities to expand the client base and drive revenue growth.
  • Relationship Building: Develop and maintain strong, long-term relationships with clients by understanding their needs and delivering tailored insurance solutions.
  • Client Support: Serve as the primary point of contact for clients, ensuring timely and professional responses to inquiries and requests.
  • Collaboration: Work closely with internal teams, including underwriters and support staff, to deliver seamless service to clients.
  • Market Knowledge: Stay up-to-date on insurance products, market trends, and competitive offerings to provide informed recommendations to clients.
  • Property and Casualty Licensing: Commit to obtaining the Property and Casualty License within a designated timeframe.

Qualifications for Client Executive:

  • Sales Experience (Required): Proven track record in sales, account management, or business development, preferably in the insurance or related industry.
  • Relationship Building Skills: Strong interpersonal skills with a focus on building trust and rapport with clients.
  • Client Focus: Demonstrated ability to understand client needs and provide tailored solutions.
  • Communication Skills: Excellent verbal and written communication skills for client interactions and presentations.
  • Drive for Results: Self-motivated and goal-oriented, with the ability to work independently and meet sales targets.
  • Adaptability: Willingness to learn, adapt to industry requirements, and obtain the Property and Casualty License.
  • Technology Proficiency: Comfortable using CRM systems and Microsoft Office Suite to manage accounts and track sales activities.
#ZRCFS #INDEC2024 #LI-MS6



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