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Identify, prospect, and close new commercial insurance clients using World’s platform. Manage sales activities in HubSpot, coordinate with marketing, and cross-sell personal lines, benefits, retirement, payroll, and HR outsourcing solutions.

Identify and close new commercial clients through various sales tactics, leveraging World Insurance's solutions across multiple sectors, while maintaining necessary insurance licenses.

The Sales Executive focuses on identifying, prospecting, and closing new commercial clients, leveraging a broad range of insurance and risk management solutions. Responsibilities include engaging in sales tactics, tracking activities in HubSpot, and cultivating client relationships.

The role involves managing a book of Personal Lines Insurance, focusing on client service, retention, and completing necessary administrative tasks effectively.

The Sales Executive identifies and cultivates new commercial clients, engaging in sales and marketing tactics to close accounts, leveraging HubSpot and other resources.

The Sales Executive focuses on identifying and closing new commercial clients, utilizing sales tactics and supporting resources to provide diverse risk management solutions.

Support middle-market broking specialists with data gathering, underwriting analysis, submissions, renewal strategy documents, coverage comparisons, and carrier quotation requests. Assist in client broking strategy meetings and draft client service plans, stewardship reports, and proposals while following World-authorized workflows and SOPs to support client retention and production goals.

Serve as primary client service contact for small-to-middle market surety bond accounts: prepare and submit carrier applications, manage renewals and issuance, communicate with clients and underwriters, maintain agency systems, and support account executives to ensure timely bond approvals and client satisfaction.

Support client managers by maintaining account and policy data in EPIC, processing renewals/endorsements/cancellations, generating standard client/carrier communications, producing proofs and invoices, and creating/assigning EPIC activities while following established workflows.

Lead client strategy, service, and renewals for complex commercial P&C accounts. Consult on coverage, perform gap and risk analyses, develop growth strategies, use data analytics for recommendations, coordinate placements with underwriting, prepare proposals and binders, and deliver client service plans and strategy meetings.