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Sales Executive responsible for identifying and closing new commercial clients, utilizing a variety of insurance solutions, with access to extensive resources and support from the company.

The Sales Executive will identify and cultivate new commercial clients, track sales activities in HubSpot, and provide comprehensive risk management solutions.

The Commercial Lines Account Executive leads client strategy and renewal messaging for large accounts, diagnosing needs and providing insurance solutions while engaging internal and external teams for optimal client outcomes.

The Sales Executive will identify, cultivate, and close new commercial and personal lines clients, focusing on high net worth accounts. Responsibilities include tracking sales activities, utilizing various insurance solutions, and engaging in marketing tactics.

Provide administrative support to Client Managers and Advisors by processing renewals, managing account details, and generating client communications in EPIC.

The Senior Client Manager serves as the primary contact for select commercial clients, ensuring satisfaction and strategic planning while providing excellent customer service and managing client accounts.

The Personal Lines Associate Client Representative assists Client Managers by maintaining account information, processing insurance documents, and ensuring effective communication with clients and carriers under guidance.

Identify and engage with new commercial clients, managing insurance solutions and utilizing HubSpot for tracking sales activities. Managed existing clients.

Identify, prospect, cultivate, and close new commercial clients; use HubSpot to track sales activities; leverage World’s platform to provide commercial lines and cross-sell personal lines, employee benefits, retirement, payroll, and HR outsourcing solutions; utilize corporate marketing support to drive pipeline and revenue.

The Associate Client Representative manages a high-volume Commercial Lines book, ensuring client satisfaction through accurate account management, policy handling, and customer service support under a lead servicer's guidance.