Sales & Client Growth Executive - Insurance Vertical

EOX Vantage; Cleveland (OH); Hybrid; USD 110,000 - 180,000; Full time

Job summary

EOX Vantage is seeking a Sales & Client Growth Executive to drive new business within the insurance vertical. You will own the full sales cycle from prospecting to closing and manage strategic accounts, requiring strong relationship-building and C-Suite communication skills.

Travel to client sites is expected, with remote/hybrid options available. Ideal candidates bring 2–5 years in business development or sales and 6–9 years in the insurance sector, with a proven quota track record and

Qualifications

• 2–5 years of experience in business development, sales, or strategic account management.
• 6–9 years of insurance industry experience.
• Experience selling products/services to insurance organizations (MGA, Broker, Carrier experience strongly preferred).
• Proven track record of achieving or exceeding sales quotas and revenue goals.
• Strong verbal, written, and presentation skills, including C-Suite communication.

Responsibilities

• Generate new business by prospecting, qualifying leads, and converting opportunities into new client accounts.
• Own the full sales cycle: prospecting, pitch, proposal, negotiation, and closing.
• Direct strategy, planning, and execution of business development within new and assigned accounts.
• Develop and deliver client/prospect proposals/MSA/SOW, including resource planning and pricing.
• Communicate business and financial cases to successfully close sales and meet revenue targets.
• Execute strategic account planning to drive account growth, cross-sell, and upsell opportunities.
• Provide high-impact sales presentations, demos, and executive updates.
• Ensure client satisfaction and retention through proactive relationship management and periodic reviews.
• Develop relationships with centers of influence and industry partners to expand referral channels.
• Collaborate with Marketing and Leadership on go-to-market initiatives.

Skills

Sales

Relationship building

Prospecting

C-Suite comms

Job description

Company Overview:

EOX Vantage has been empowering organizations since 2004 by providing scalable, on-demand support to enhance business operations. We specialize in managed services and technology solutions that help businesses, including those in the insurance industry, optimize efficiency, improve data management, and enhance customer experiences. Our solutions help insurers streamline operations, reduce administrative burdens, and gain actionable insights to drive business growth. Learn more at www.eoxvantage.com.

Position Overview:

EOX Vantage is seeking a Sales & Client Growth Executive to join our insurance vertical within the Business Development team, with a primary focus on generating new business, expanding our client portfolio, and driving revenue growth. This role is ideal for a sales-driven professional who thrives on building relationships, identifying new opportunities, and turning prospects into long-term clients.

In this role, you will lead business development efforts end-to-end, from prospecting and pipeline building to deal negotiation and account expansion, while also ensuring the ongoing success and satisfaction of existing accounts. Travel to client/prospect/events sites is expected as needed. Remote work options available, with flexibility/hybrid arrangements possible.

Key Responsibilities:

• Generate new business by proactively prospecting, qualifying leads, and converting opportunities into new client accounts
• Own the full sales cycle: prospecting, pitch, proposal, negotiation, and closing
• Direct strategy, planning, and execution of business development activities within both new and assigned accounts • Develop and maintain trusted partner relationships with clients to understand their unique business goals and challenges
• Develop and deliver client/prospect proposals/MSA/SOW, including resource planning, effort estimation, and pricing
• Clearly communicate business and financial cases to successfully close sales and meet/exceed revenue targets
• Execute strategic account planning to drive account growth, cross-sell, and upsell opportunities
• Provide high-impact sales presentations, demos, and executive updates EOX Vantage
• Ensure client satisfaction and retention through proactive relationship management and periodic business reviews
• Develop relationships with centers of influence and industry partners to expand referral and lead-generation channels
• Collaborate with Marketing and Leadership to execute go-to-market initiatives and campaigns
• Stay current with insurance industry trends and leverage insights to position EOX solutions effectively
• Continuously learn and promote EOX Vantage products/services to support expansion into new and existing accounts

Qualifications:

• 2–5 years of experience in business development, sales, or strategic account management, preferably in a BPO, SaaS, or services-driven organization
• 6–9 years of insurance industry experience
• Experience selling products/services to insurance organizations (MGA, Broker, and Carrier experience strongly preferred)
• Proven track record of achieving or exceeding sales quotas and revenue goals
• Strong verbal, written, and presentation skills, including C-Suite communication
• High level of drive, ownership, and resilience in competitive sales environments
• Exceptional interpersonal skills and ability to build credibility quickly with prospects and clients

Why EOX Vantage?

At EOX Vantage, we help organizations focus on what they do best by delivering technology, powered solutions, automation, and managed services that drive efficiency, growth, and real business outcomes.

As a Sales & Client Growth Executive – Insurance Vertical, you will be a key player in expanding our footprint, building new strategic relationships, and growing revenue by bringing EOX Vantage solutions to the insurance market. Your work will directly support our mission to help clients scale smarter, operate faster, and achieve measurable results. Discover more at www.eoxvantage.com.

Equal Employment Opportunity Policy:

EOX Vantage provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including hiring, promotion, compensation, and training.

EOX Vantage participates in E-Verify. We will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee’s Form I-9 to confirm work authorization.

EOX Vantage will not use E-Verify to pre-screen job applicants and will only use E-Verify once a job offer has been accepted and Form I-9 is completed.

For more information about E-Verify, please visit www.e-verify.gov.

Application Instructions:

EOX Vantage NEVER asks for any form of payment to be considered as an applicant. If you receive an email requesting payment, please report it immediately to [e-mail]. Official communications will always come from an @eoxvantage.com email address.

To apply, visit our careers page at www.eoxvantage.com/about-us/careers/ and submit your application.

Join EOX Vantage and help insurance companies optimize their operations through innovative solutions!