Position Summary: This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the company’s ongoing success. Essential Functions & Basic Duties: (This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.) Leadership & Oversight: Train and mentor sales team in effectively closing sales opportunities using the company’s proprietary suite of products and services. Developing skills in: Prospecting potential clients through cold calling, networking, and professional affiliations Effective appointment setting and scheduling meetings with prospects Conducting professional and structured sales meetings Properly qualifying accounts prior to submission to the marketing team Preparing and reviewing submissions to ensure completeness and accuracy Acting as a liaison between clients and the marketing team during the underwriting process to obtain necessary information Reviewing and confirming the accuracy and adequacy of quotes Presenting proposals to prospects, explaining coverage options and premiums Negotiate payment options, including premium financing, installments, direct bill, or agency bill Successfully bind accounts, including obtaining Broker of Record (BOR) letters or renewal binder Attending closing meetings to support the finalization of sales Participating in turnover meetings with the Marketing and Client Services teams within one week of closing a sale Sales Performance & Strategy: Monitor ongoing sales activities and new business development efforts of producers Ensure adequate cross-selling activities to maximize opportunities Act as a liaison between the Sales and Client Services teams to ensure seamless client onboarding Communicate department needs and progress to the Chief Business Officer Ensure prospecting and new business goals are met consistently Recruiting & Development: Recruit and onboard new producers, focusing on both experienced hires and emerging talent Oversee onboarding and transition processes to ensure seamless integration into the team Performance Metrics: Success in this role is measured using a balanced scorecard approach, incorporating financial results, sales operations, colleague capability, and client satisfaction, with emphasis on financial outcomes. Supervisory Duties: This job has a high level of supervisory responsibilities. Supervision includes but is not limited to: Oversight of sales team Knowledge, Skills, & Abilities: Proven leadership experience in insurance sales Excellent communication, interpersonal, and organizational skills Demonstrated success in developing sales strategies, managing CRM systems, and driving accountability Strong mentoring skills, with the ability to develop talent and foster a high-performing team culture Strategic thinking with the ability to align regional and national sales objectives Education and Work Experience: Bachelor’s degree with 10 years sales experience with expertise within the insurance industry Property & Casualty, Life & Health insurance licenses 5+ years of sales leadership in the insurance industry Proficient in Microsoft products such as Outlook, Excel and Office365, Epic or similar management system. Must be proficient in Salesforce Prior experience and proven track record for driving sales results and building sales teams