Sales Executive - P&C

Oswald Company; Columbus (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Oswald Company seeks a Sales Executive, P&C to generate new business and expand a profitable book of clients in the Columbus market. You will drive a strategic sales plan, identify opportunities, and deliver consultative risk management solutions across property & casualty offerings.

The role requires proactive prospecting, strong client relationships, and end-to-end sales execution to meet annual production targets in a growth-focused environment.

Qualifications

• 3–5+ years of related experience or equivalent combination of education and experience.
• Proven insurance brokerage sales experience.
• Experience in Property & Casualty, Life & Health, Personal Lines, or Retirement Planning.
• Appropriate insurance licensing required.

Responsibilities

• Own personal sales pipeline and achieve annual production goals.
• Prospect new clients and secure meetings and presentations.
• Analyze prospective clients’ insurance and risk programs.
• Design and present customized insurance solutions.
• Maintain CRM records and ensure high-quality proposals and documents.

Skills

Client relationships

Networking

Strategic sales

Communication

Goal orientation

Education

Insurance license

Job description

Sales Executive, P&C – Job Description

Position Summary

Responsible for generating sales opportunities with new clients within a defined market while building, maintaining, and growing a book of business aligned to annual production goals. The role is accountable for executing a personal sales strategy, driving cross-sell opportunities, and providing consultative risk management solutions. This role is both strategic and hands‑on, requiring proactive prospecting, client relationship development, and full lifecycle sales execution in support of organizational growth.

Key Responsibilities

Functional Leadership & Ownership

• Ownership of personal sales pipeline, book of business, and production goals.
• Development and execution of an individual sales development plan.
• Acting as a subject matter expert in insurance products, risk management, and client solutions.
• Aligning sales strategy with organizational growth initiatives.

Hands-On Execution & Delivery

• Executing proactive prospecting strategies including cold outreach, networking, and referral generation.
• Identifying decision-makers and securing meetings and presentations.
• Conducting detailed analysis of prospective clients’ insurance and risk programs.
• Designing and customizing insurance solutions and presenting recommendations.
• Applying closing techniques to secure new business and achieve sales targets.

Reporting, Quality & Operational Support

• Maintaining accurate and timely CRM records including contacts, activities, opportunities, and outcomes.
• Ensuring quality, accuracy, and completeness of proposals, presentations, and sales documentation.
• Monitoring pipeline activity and proactively managing follow-ups and next steps.

Cross-Functional Partnership & Integration

• Partnering with internal service teams and practice leaders to deliver integrated client solutions.
• Collaborating to identify and execute cross-sell opportunities across all lines of business.
• Ensuring seamless transition from sales to service and ongoing client support.

Growth, Change & Special Initiatives

• Participating in business development meetings and company initiatives.
• Attending industry events, seminars, and training to enhance knowledge and skills.
• Staying current on market trends, legislative changes, and new products.

Process Improvement & Best Practices

• Identifying opportunities to improve personal sales effectiveness and processes.
• Leveraging insights and trends to refine prospecting and closing strategies.
• Supporting adoption of consistent tools, processes, and best practices.

Center of Excellence (COE) Contribution

• Contributing market feedback, sales insights, and client needs to broader organizational strategy.
• Supporting development of scalable sales practices, tools, and approaches.

Accountability

The role is accountable for achieving annual production goals, consistently generating new business, growing and retaining a profitable book of business, maintaining strong client relationships, and demonstrating ownership and accountability across the full sales lifecycle.

Qualifications

Required

• 3–5+ years of related experience or equivalent combination of education and experience.
• Proven insurance brokerage sales experience.
• Experience in Property & Casualty, Life & Health, Personal Lines, or Retirement Planning.
• Appropriate insurance licensing required.

Preferred

• Established professional network and referral sources.
• Active participation in community or industry organizations.

Key Competencies

• Proactive, goal-driven, and confident approach
• Service-oriented and collaborative mindset
• Strong networking and relationship-building skills
• Exceptional interpersonal and communication abilities
• Highly organized, detail-oriented, and results-focused
• Analytical thinking and problem-solving capability
• Creative and innovative approach to solutions