As a direct member of a sales and advisory team, a Sales Executive (SE) is responsible for taking on the account leadership of new and existing relationships. The Sales Executive will develop new business opportunities, manager overall client relationships with support of a service team, and lead strategy on complex accounts.
As an employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.
Our Core Values are lived in our business and our culture is fueled by them.
Create a Great Experience
Do the Right Thing
Play for Each Other
Pursue Growth
Own Your Future
Roles And Responsibilities
Developing New Relationships
Developing a network of outside influencers using various methods including but not limited to referrals, industry associations, and other professional service providers
Actively prospecting new business opportunities through the use of our sales tools, your personal and professional networks, Gibson-sponsored events, referrals, etc.
Creating synergy across Gibson practice areas while identifying cross-selling and account rounding opportunities
Following up on leads in a timely manner
Managing all sales activity within our customer relations management system
Engaging in professional and networking activities that maintain and expand the current book of business
Achieving annual sales goal at or above agency standards
Maintaining an active pipeline of 3x annual sales goals
Leading Risk Management Strategies for Existing Relationships
Providing efficient, professional, courteous service to clients in conjunction with Client Executives, Client Managers and Account Managers
Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes
Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues
Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met
Keeping current with carriers, strategic partners, products/services and applicable legislation
Performing other duties and special projects as assigned
Acting as a backup to team personnel when necessary
Maintaining confidential information
You might be a great fit for this role if you:
Have prior insurance sales and/or client executive experience in an agency, broker, or insurance company setting
Have prior experience in building and/or growing a book of business in a professional services industry
Have demonstrated technical consulting experience with a track record of high client retention marks
Enjoy presenting to clients
Can work independently, as well as within an advisory team
Find energy in creating and cultivating new relationships
Are proficient in gathering data and excel in problem-solving
Are a self-starter who takes initiative to succeed
Are committed to professional growth and enjoy learning new skills
Have exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, and Excel
Required
5+ years of sales/consulting experience in a professional services industry
Bachelor’s degree preferred
Active Property & Casualty license
Excellent computer and office machine skills, specifically with Microsoft Office products
About Gibson
We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.
Founded in 1933
100% Employee-Owned
Business Insurance Top 100 U.S. Broker
Designated as one of the Best Places to Work
Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Kalamazoo, MI, Phoenix, AZ
Great benefits!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Strategy/Planning and Information Technology
Industries
Insurance
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