B2B Sales/Client Executive- Employee Benefits - Small Group

Description

Join our team and play a key role in driving growth and building powerful relationships!
We're looking for a passionate, people-focused professional to uncover and develop new business opportunities—both with current clients and new prospects. In this role, you’ll deliver exceptional service, act as a trusted advisor, and help turn clients into loyal, long-term partners.

You'll represent Kapnick Insurance with integrity, energy, and professionalism—living our Core Values every day—as you help elevate us to be the very best in the business.

If you're ready to make a real impact and grow with a team that values excellence, relationships, and results, we want to hear from you.

Position summary:

To identify and develop new business opportunities with both existing and prospective clients, while delivering exceptional account service that fosters long-term, loyal relationships. Represent our agency in a manner consistent with our Core Values and make Kapnick Insurance the best in our business.

Duties & Responsibilities:

· Achieve new business production goals

· Develop and maintain a prospect pipeline using sound prospecting tools and methods

· Build and nurture relationships with referral sources and centers of influence

· Expand lines of coverage and services to current accounts by actively cultivating cross-selling opportunities

· Submit data and all necessary information on qualified new business accounts and existing account renewals to service teams for processing and marketing; present proposals and associated sales materials to prospects and clients to gain and renew client accounts

· Pursue, support or refer large commercial, small commercial and personal prospects to appropriate agency departments

· Attend sales meetings and agency training sessions

· Take time to prepare client presentations

· Promote agency and insurance industry in the community

· Maintain technical insurance skills and product knowledge, satisfy continuing education and licensing requirements and position yourself professionally to be the most effective Producer in your market

· Provide overall account direction to service team

· Promptly respond to client and service team members requests

· Communicate to the service team information about the client including buying styles, expectations, problems, concerns and other relevant knowledge to assure a consistently higher level of service

· Accept responsibility for significant problems on current accounts, to work with team members to develop solutions and to communicate these to clients in a manner consistent with our Core Values

· Offer innovation and process improvements where possible to help with agency wide improvements and efficiencies

· Perform special projects at management's request

· Present proposals to prospects and clients, close sales, and deliver policies

Requirements

• Successful sales and management record either in insurance industry or other industries.
• Ambition - The drive to achieve personal advancement.
• Must possess good computer skills and the willingness to use technology.
• Communication - Ability to communicate effectively with others using the spoken and written word.
• Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
• Must possess good computer skills and the willingness to use technology.
• Persuasive - Ability to influence others to change position or to adopt a specific point of view.
• Presentation Skills - Ability to effectively present information publicly.
• Professionalism - Represent Kapnick professionally both internally and externally at all times.
• Sales Ability - Ability to use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea.
• High School Diploma required
• Willing and able to travel as necessary and to attend conventions and other industry meetings if so instructed. Industry specific technical education. Willingness for continued education and professional development is essential.
• Must possess good computer skills and the willingness to use technology.
• Appropriate agent's licenses are required