Middle Market - Commercial Property & Casualty Sales Executive

Middle Market – Commercial Property & Casualty Sales Executive

Job Details

• Locations:
  Boca Raton, FL – Fort Lauderdale, FL
• Job

Outside commercial lines sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.

Achieve annualized new business sales of $175k in our target market of companies at least $10mm in sales within a specific industry.

Work with practice leader to declare a primary industry specialization (vertical). May also choose a secondary vertical aligned with primary vertical.

With assistance from leadership and account management staff, retain at least a 92% of business year over year.

Meet new business activity and quality appointment goals.

Use company resources to research prospects and develop custom messaging for prospects.

Understand and explain company competitive differentiation to clients and prospects.

Develop sales business plan and use effective prospecting strategies.

Innovate for clients using market knowledge and advanced understanding of technical insurance issues.

Take part in national and regional vertical meetings and video calls.

Engage in meetings on preparing for first appointments, advancing, closing, and retaining business.

Use contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.

Participate in company industry training and sales support programs.

Pursue cross‑selling opportunities to enhance prospect and client relationships.

Collaborate with account management team on significant account management services for clients.

Demonstrate strong knowledge of competitive landscape.

Positively represent company in meetings, seminars, trade shows, and networking events.

• 3+ years sales experience in an insurance brokerage with proven track record of sales success.
• College degree preferred.
• Must hold a Property & Casualty insurance license.
• Strong knowledge of Property & Casualty insurance.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation and presentation skills.
• Excellent organizational and follow‑up skills.
• A consultative, positive, and resourceful approach to dealing with prospects, clients and associates.
• Excellent listening skills with strong customer focus.
• Ability to deal with senior level management and maintain a top‑level executive presence.

With more than $2.7B in revenue and over 10,000 associates across approximately 200 offices nationwide, this is one of the largest insurance brokerage and consulting firms in the world. Company invests heavily in associates and celebrates growth and success through employee reward and recognition programs. With USI ONE Advantage®, the company provides a robust set of risk management and benefit solutions with bottom‑line financial impact.

Top sales associates receive recognition through USI PEAK. The company offers wellness, scholarship, community – level and financial programs for employees and their families.

Wide range of health, wellness, dental, vision, 401(k), flexible spending plans, disability, life insurance and paid family leave.

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