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Gregory & Appel Inc

Associate Sales Executive, Commercial Lines (Destinations)

Posted 5 months ago
2-5 years experience
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AI Summary

The Associate Sales Executive is responsible for driving new business growth within specialty insurance verticals by executing strategic prospecting and pipeline management. They will support the full sales lifecycle, from identifying prospective accounts and gathering underwriting information to coordinating quotes and presenting solutions.

Description

This is a growth platform for a high potential producer who understands complex risk, navigates executive conversations with confidence, and wants more than just another brokerage logo on their business card. Our Associate Sales Executive will support the growth of the agency’s specialty insurance practice focused on destination and habitation risks, including resorts, hotels, vacation rental portfolios, event venues, and related hospitality operations. Working closely with our Senior Vice President and carrier partners, this role assists with prospecting, marketing accounts to specialty markets, preparing proposals.


Our Associate Sales Executive develops an understanding of industry-specific exposures such as property catastrophe risks, liquor liability, general liability, inland marine, and business interruption associated with destination and habitation operations. This position supports the full sales lifecycle from identifying prospective accounts and gathering underwriting information to coordinating quotes and assisting with new business presentations and binding coverage.

Requirements

Ideal Candidate is a High Performer with:

  • Proven Track Record: Demonstrated success in meeting or exceeding aggressive sales targets in the commercial insurance space. 
  • Vertical Expertise: Deep understanding of specialized industry niches and the ability to speak the language of program-specific clients. 
  • Resilience: A disciplined self-starter who views "no" as a starting point and excels at creative problem-solving. Competes and wins against national and regional brokers.
  • Relationship Architect: Expert at building rapport with key decision-makers and cultivating a robust referral network. Has deep carrier relationships and marketplace credibility.
  • Cross-Functional Collaboration: Develop and support cross-selling strategies to maximize the value of prospect and client relationships across multiple lines of coverage. Understands and appreciates the value that internal colleagues play in the client sales and retention lifecycle.

Core Responsibilities:

  • Drive New Business Growth: Consistently achieve and exceed annualized new business sales goals within our defined program-specific verticals.
  • Strategic Prospecting: Develop and execute a comprehensive sales plan utilizing advanced prospecting strategies to penetrate target markets.
  • Pipeline Management: Build and maintain an active list of high-value prospects, centers of influence (COIs), and lead sources within assigned groups.
  • Consultative Selling: Identify unique client needs and navigate complex sales cycles by proactively overcoming obstacles and positioning tailored insurance solutions.

Qualifications:

  • 3 years of complex commercial insurance sales experience
  • A focus on large middle market or upper middle market 
  • Established carrier relationships
  • Property & Casualty license required
  • Executive presence with advanced consultative selling skills

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