Description
This is a growth platform for a high-potential Insurance Advisor who understands complex risk, navigates executive conversations with confidence. Our Insurance Advisor will support the growth of the agency’s specialty insurance practice focused on destination and habitation risks, including resorts, hotels, vacation rental portfolios, event venues, and related hospitality operations.
Our Insurance Advisor will develop an understanding of industry-specific exposures such as property catastrophe risks, liquor liability, general liability, inland marine, and business interruption associated with destination and habitation operations. Working closely with senior leadership and carrier partners to support the full sales lifecycle, from identifying prospects and developing opportunities, to marketing accounts, preparing submissions, and supporting new business presentations through to binding coverage.
Requirements
Ideal Candidate is a High Performer with:
- Proven Track Record: Demonstrated success in meeting or exceeding aggressive sales targets in the commercial insurance space.
- Vertical Expertise: Deep understanding of specialized industry niches and the ability to speak the language of program-specific clients.
- Resilience: A disciplined self-starter who views "no" as a starting point and excels at creative problem-solving. Competes and wins against national and regional brokers.
- Relationship Architect: Expert at building rapport with key decision-makers and cultivating a robust referral network. Has deep carrier relationships and marketplace credibility.
- Cross-Functional Collaboration: Develop and support cross-selling strategies to maximize the value of prospect and client relationships across multiple lines of coverage. Understands and appreciates the value that internal colleagues play in the client sales and retention lifecycle.
Core Responsibilities:
- Drive New Business Growth: Consistently achieve and exceed annualized new business sales goals within our defined program-specific verticals.
- Strategic Prospecting: Develop and execute a comprehensive sales plan utilizing advanced prospecting strategies to penetrate target markets.
- Pipeline Management: Build and maintain an active list of high-value prospects, centers of influence (COIs), and lead sources within assigned groups.
- Consultative Selling: Identify unique client needs and navigate complex sales cycles by proactively overcoming obstacles and positioning tailored insurance solutions.
Qualifications:
- 3+ years of complex commercial insurance sales experience
- A focus on large middle market or upper middle market
- Established carrier relationships
- Property & Casualty license required
- Executive presence with advanced consultative selling skills
We are seeking candidates who are ideally located in Florida (FL) or Georgia (GA) to best support regional collaboration, client engagement, and business needs. While remote candidates may be considered, preference will be given to individuals based in these states to ensure alignment with time zones, market familiarity, and in-person connection opportunities when required.
Skills Required
- 3+ years of complex commercial insurance sales experience
- Property & Casualty license
- Focus on large middle market or upper middle market accounts
- Established carrier relationships and marketplace credibility
- Proven track record meeting or exceeding aggressive commercial sales targets
- Vertical expertise in destination and habitation/hospitality risks (resorts, hotels, vacation rentals, event venues)
- Executive presence with advanced consultative selling skills
- Ability to develop and execute strategic prospecting and pipeline management plans
- Willingness/ability to be located in or support Florida or Georgia markets (preference given)
- Self-starter with resilience and creative problem-solving; strong relationship-building skills
What We Do
Gregory & Appel is a fiercely independent risk management advisor, proactively guiding people and businesses through the complexities of insurance and employee benefits with smart, future-focused solutions. Now in their second century, Gregory & Appel professionals are forward thinking and offer strategic resources to protect their clients' assets and human capital while minimizing risk and ensuring business sustainability.
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