Proactively drive sales and services to new and existing clients by providing innovative solutions 
to all of their risk management needs.

ESSENTIAL & TECHNICAL FUNCTIONS
> Consult with clients to understand business needs and objectives; identify and qualify potential sales opportunities; create 
and execute strategy independently driving consistent results.
> Demonstrate advanced knowledge of customer industry including terminology, technology trends, challenges and 
government regulations; demonstrate ability to match optimal insurance products to client’s unique business needs.
> Build and maintain relationships founded on trust with key decision makers or potential influencers; nurture relationships 
over longer sales cycle.
> Effectively utilize all resources within department to exceed client expectations; actively collaborate with resources outside 
department to maximize sales opportunities.
> Represent company at trade association meetings, carrier forums and industry gatherings.
> Responsible for mentoring of ‘rookie’ producers. 

REQUIRED EXPERIENCE
> 3-10 years experience in risk management / sales role
> Experience in mentoring and developing new sales team members
> Coachable and competitive entrepreneurial spirit; high degree of self-motivation and discipline
> Excellent written and verbal communication skills; demonstrated facilitation, negotiation and persuasion skills
> Demonstrated ability to manage pipeline data and measure performance standards to ensure achievement of sales goals
> Proficiency in MS Office products (Outlook, Excel, Word)

REQUIRED EDUCATION/CERTIFICATION
> Bachelor’s degree in Sales, Marketing, Risk Management or related business discipline
> Property & Casualty license or ability to obtain 

JOB LOCATION
>Carmel, Indiana