Client Executive

Lamb Insurance Services

New York (NY)

On-site

USD 70,000 - 120,000

Full time

14 days+

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Job summary

Lamb Insurance Services in New York is seeking a Client Executive to drive new business by soliciting prospective clients and selling commercial insurance solutions.

You will build strong relationships, reach out to prospects, and collaborate with our carrier relations team to tailor coverage. Training and ongoing development are provided to enhance selling and servicing capabilities.

Qualifications

  • Demonstrates our Core Values: Work Ethic, Passion, Caring, Effectivity, Humility

Responsibilities

  • Meet production goals through direct selling of insurance to new and existing clients.
  • Telephonically reach out to new prospects from proprietary prospect database to create new opportunities.
  • Lead consulting with prospects to identify their insurance needs and coordinate with carrier relations.
  • Serve your book of acquired clients with Account Managers to deliver ongoing insurance solutions and high client satisfaction.
  • Participate in in-house training to stay updated on products and sales strategies.

Skills

Prospecting
Sales skills
Relationship building
Client communication

Job description

Lamb is the leading commercial insurance broker dedicated exclusively to non-profits & social service organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture!

ABOUT THE ROLE

In this role you will be responsible for soliciting prospective clients utilizing our industry-leading proprietary resources, building strong relationships, and gathering the information necessary to properly quote and sell insurance coverage that your prospects need to effectively manage their risk and exposure

ROLE RESPONSIBILITIES
  • Client Executives are responsible for meeting production goals and the direct selling of insurance to new and existing clients.
  • Consistently reach out telephonically to new prospects from our extensive, proprietary prospect database to create new opportunities for policy placement
  • Lead consulting efforts with prospects to identify their insurance needs and work with Lamb's in- house carrier relations team to deliver the best insurance solutions from industry-leading carriers
  • Work closely with Lamb-assigned Account Managers to service “your book” of acquired clients to deliver both effective on-going insurance solutions and the highest possible level of client satisfaction.
  • Participate in Lamb's in-house training programs to maintain expertise regarding products in the insurance market as well as optimize effective sales and servicing strategies
QUALIFICATIONS
  • Demonstrates our Core Values: Work Ethic, Passion, Caring, Effectivity, Humility
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