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Ejecutivo de Cuentas de Planes de Pensiones de Empleo
Ejecutivo de Cuentas de Planes de Pensiones de Empleo
JOB SNAPSHOT
Property & Casualty Insurance Producer
Florida, United States
In this role, you will be responsible for aggressively developing and managing an active pipeline through seeking out prospects, calling on potential clients, conducting in depth needs analysis/risk assessments, developing ideas for meeting their needs, presenting information on the organization’s capabilities, strategically cross-selling products aligned with clients’ needs and introducing technical specialists, as required, to win and retain the business.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Most of the activity in this role is directed toward the generation of new sales to existing and prospective clients. Success in this role is based on the incumbent’s ability to win and retain new business and meet or exceed established sales goal targets related to revenue growth, mix of business and penetration into industry specific targets.
Sales Process:
- Prepare proposals and presentations using marketing resources, practice groups and other WTW producers.
- Design individual prospect sales strategies and develop unique prospect programs.
- Align with individual client sales strategies.
- Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.
- Provide consultative advice in key risk areas.
- Identify and close potential cross-sell opportunities.
Client Management:
- Maintain consistent/high quality touch points by phone and face to face with clients.
- Champion the proper advocacy of claims.
- Participate in stewardship meetings.
- Support Client Management team in identifying and closing rounding opportunities.
Pipeline Management:
- Identify prospects for business from existing and prospective clients.
- Develop new relationships with individuals responsible for insurance and risk management decisions.
- Obtain referral leads from existing clients.
- Aggressively identify and pursue cross-selling opportunities.
- Participate and take leadership roles in targeted community and professional associations.
People Management:
- Provide annual input for the performance review of team members.
- Provide timely/quality feedback to service team members; assist team members in acquiring new skills.
- Help to identify and develop future producer talent.
The Requirements
- Bachelor of Arts/Bachelor of Science degree in related field of study preferred
- Valid State-relevant insurance license(s) only add this if the cand has a current license
- Minimum 5 years proven sales experience in a specialty lines i.e. Construction, Healthcare, Real Estate & Hospitality, Life Sciences – commercial insurance products
- Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional
- Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management and cross-selling
- Ability to identify and leverage essential information and think in a critical and logical manner
- Ability to work in a client-centric strategic and decisive manner according to tight deadlines
- Excellent communication (written, verbal and oral) skills and interpersonal skills
EOE, including disability/vets
In this role, you will be responsible for aggressively developing and managing an active pipeline through seeking out prospects, calling on potential clients, conducting in depth needs analysis/risk assessments, developing ideas for meeting their needs, presenting information on the organization’s capabilities, strategically cross-selling products aligned with clients’ needs and introducing technical specialists, as required, to win and retain the business.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Most of the activity in this role is directed toward the generation of new sales to existing and prospective clients. Success in this role is based on the incumbent’s ability to win and retain new business and meet or exceed established sales goal targets related to revenue growth, mix of business and penetration into industry specific targets.
Sales Process:
- Prepare proposals and presentations using marketing resources, practice groups and other WTW producers.
- Design individual prospect sales strategies and develop unique prospect programs.
- Align with individual client sales strategies.
- Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.
- Provide consultative advice in key risk areas.
- Identify and close potential cross-sell opportunities.
Client Management:
- Maintain consistent/high quality touch points by phone and face to face with clients.
- Champion the proper advocacy of claims.
- Participate in stewardship meetings.
- Support Client Management team in identifying and closing rounding opportunities.
Pipeline Management:
- Identify prospects for business from existing and prospective clients.
- Develop new relationships with individuals responsible for insurance and risk management decisions.
- Obtain referral leads from existing clients.
- Aggressively identify and pursue cross-selling opportunities.
- Participate and take leadership roles in targeted community and professional associations.
People Management:
- Provide annual input for the performance review of team members.
- Provide timely/quality feedback to service team members; assist team members in acquiring new skills.
- Help to identify and develop future producer talent.
The Requirements
- Bachelor of Arts/Bachelor of Science degree in related field of study preferred
- Valid State-relevant insurance license(s) only add this if the cand has a current license
- Minimum 5 years proven sales experience in a specialty lines i.e. Construction, Healthcare, Real Estate & Hospitality, Life Sciences – commercial insurance products
- Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional
- Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management and cross-selling
- Ability to identify and leverage essential information and think in a critical and logical manner
- Ability to work in a client-centric strategic and decisive manner according to tight deadlines
- Excellent communication (written, verbal and oral) skills and interpersonal skills
EOE, including disability/vets
Florida, United States
UNSOLICITEDCONTACT
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.
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Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
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Mitch Dauz
Kerstin Plag
Anna Stonelake
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Ritu Batheja
Matice Morris
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Soumya Kurup
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Poonam Yadav
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Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
Salmaan Saeed
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
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