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The Sales Executive identifies and prospects commercial clients, utilizing various sales tactics and tools like HubSpot to close deals and provide risk management solutions.

The Senior Client Manager manages a book of commercial clients, ensuring client satisfaction, conducting risk evaluations, and providing strategic recommendations. Responsibilities include processing renewals, binding documents, and maintaining client information in the EPIC system.

Identify and close new commercial clients while utilizing various insurance solutions and sales strategies to drive revenue growth.

Execute multi-channel B2B digital campaigns (email, landing pages, web, nurture) by building assets, managing timelines, QA, segmentation, testing, and stakeholder coordination to drive timely, measurable campaign launches and continuous optimization.

Serves as primary service contact for commercial clients: evaluates exposures, obtains and negotiates quotes, prepares carrier submissions, manages binders and contracts, processes renewals/endorsements/cancellations, maintains account data and documents in EPIC, and provides strategic client recommendations and problem resolution.

Serves as primary service contact for commercial client book, assessing risk exposures, obtaining and negotiating quotes, preparing carrier submissions, managing binders and policy documentation in EPIC, handling renewals/endorsements/cancellations, and delivering strategic client recommendations to ensure satisfaction and retention.

Lead a small digital marketing team to develop and execute multi-channel content and demand-generation campaigns. Manage stakeholders, create and curate content, use client data and AI tools, track results, and drive advisor-focused engagement and lead generation.

Identify, prospect, cultivate, and close commercial clients for insurance and related financial/HR solutions. Use HubSpot to track sales, leverage World’s platform across P&C, benefits, retirement, payroll, and HR outsourcing, and coordinate marketing support to build and grow a book of business.

Identify, prospect, cultivate, and close new commercial clients; track sales activities in HubSpot; leverage World’s platform to deliver commercial lines and cross-sell personal lines, employee benefits, retirement, payroll and HR solutions; create and present client proposals; meet sales targets and grow a book of business.

Identify, prospect, cultivate, and close new commercial clients. Use sales and marketing tactics with corporate support, track activities in HubSpot, and cross-sell Worlds platform (commercial lines, personal lines, employee benefits, retirement, payroll/HR). Leverage company resources to deliver risk management solutions and grow a book of business.