Sales Executive- Commercial Risk Management

WE’RE ADVISORS, NOT JUST BROKERS.

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.

We take the same approach with our employees, helping them find and own their edge. We do this by recruiting top talent, providing a comprehensive training plan, and helping you define a career path at Gibson.

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

Our incredible team is committed to providing exceptional service, emulating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and compliant.

Roles and Responsibilities:

This is an overview of the primary responsibilities for this role. This is not a complete list of the role functions. All employees are responsible for assisting the organization with various duties as directed by management.

• Business development of CRM clients through a consulting and partnering approach. Offers clients innovative solutions and resolves difficult risk issues. Sells additional lines of CRM coverage. Cross sells with EB practice colleagues
• Gathers data for quotes and prepares requests for proposals; analyze market summaries; orders proposal documents and present proposal to client; complete applications for new business submissions
• Develops a network of prospects by various methods including but not limited to cold calling, referrals, industry and special interest groups as well as centers of influence
• Keeps current with carriers, strategic partners, products/services and applicable legislation
• Conducts risk management audits in conjunction with a client team. Ensures timeframes and deliverables are met in the sales process. Transitions new accounts to the client team seamlessly
• Informs agency personnel of major developments, renewals results, etc. as required and on a timely basis
• Submits activity reports, attends team and producer meetings, and submits expense report as required
• Performs other duties and special projects as assigned
• Acts as a backup to team personnel when necessary
• Maintains confidential information

Position Requirements- Education/Experience/Skills/Abilities:

To perform this role successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This role prefers the following related education or equivalent combination with experience and training. Must have operational knowledge of systems and processes relevant to own this role.

• Prior insurance sales experience in an agency setting
• Current Property & Casualty license
• Demonstrated sales success with a track record of gaining commitment from prospects
• Strong presentation skills with high energy and the ability to work independently as well as within a team
• Data gathering skills and an analytical thought process with a high level of problem-solving skills
• Exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, Excel and Access

Preferred: Bachelor’s degree, CPCU designation.

Physical Requirements:

While performing the duties of this role, the employee is regularly or occasionally required to meet the following physical demands. To assure safety, employees in this role must be able to complete the following physical requirements.

• Continuously remains in a stationary position for long periods of time, up to 6-8 hours.
• Repetitive movement of hands, arms, and fingers either typing or writing.
• Occasionally move about the office to access office machinery and lift to 10 lbs. Capable of ascending/descending to different floors in case of emergency. Continuously operate a computer (6-8 hours) and other office productivity machinery such as printer/copy machine.
• May be required to work extended hours to meet client/organizational deadlines.

Gibson | A Unison Risk Advisors Company