Manage the full sales lifecycle, including lead qualification, client consultation, proposal development, and closing new business.
Conduct needs-based assessments to understand client and prospect exposures and recommend appropriate coverage options.
Prepare and present quotes, proposals, and coverage recommendations clearly and professionally.
Maintain individual sales performance metrics and contribute to overall team production goals.
Partner with Renewal Specialists to pursue cross-sell opportunities identified during the renewal process.
Collaborate with Service Specialists and Account Support Associates to support accurate applications, policy setup, and a smooth transition into ongoing service.
