Note: The job is a remote job and is open to candidates in USA. Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. The Sales Executive is responsible for new insurance account production and sales activities within assigned accounts, conducting market research, and maintaining a profitable book of business.
Responsibilities
- 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 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
Skills
- 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
- 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
Benefits
- 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 and more.
- Career advancement and development opportunities.
- Paid training and continuing education to obtain/maintain your insurance license.
- You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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