Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
Develops an annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.
Documents new business activity in Relation’s sales tracking system.
Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.
Develops and presents recommendations to clients based on consultative selling approach.
Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams.
Seamlessly transitions sold clients to the designated client service/account management team.
Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
Leverages innovative technology, including proprietary AI solutions, throughout the sales process to enhance prospect engagement, drive informed decision-making, and deliver a best-in-class client experience.
Performs other projects, duties, and tasks, as assigned.
Requirements
College degree or minimum 2 years’ sales experience in the insurance industry preferred.
Experience selling or servicing entertainment lines—production insurance, completion guarantees and bonds, or E&O—strongly preferred.
Existing relationships within the film, television, theater, or production finance communities are a significant plus.
Minimum 2 years’ proven sales experience in the insurance industry.
Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
In depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.
Must have an in-depth understanding of complex commercial lines coverage and industry operations.
Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word).
Must be computer literate with the ability to learn new software applications.
Ability to prioritize and handle multiple tasks in a demanding work environment.
Willingness to adhere to all principles of confidentiality.
Ability to work independently and as a team.
Has a keen sense of humor, a competitive drive and winning spirit.
Must value operating in a collaborative work environment.
Ability to show initiative, good judgment, and resourcefulness.
Ability to advise clients concerning their insurance needs.
Ability to calculate and perform mathematical functions.
Benefits
Competitive pay
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Paid training and continuing education to obtain/maintain your insurance license.