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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.

The role involves identifying and cultivating new commercial clients, engaging in sales and marketing tactics, and utilizing HubSpot for tracking sales activities.

The Client Advisor identifies and cultivates new commercial clients, leveraging a broad range of risk management solutions and engaging in sales and marketing tactics.

The Sales Executive engages in identifying and cultivating new commercial clients, utilizing extensive marketing support and managing a range of insurance solutions.

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

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

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.