Client Executive
Skills
- Proven outbound prospecting and closing skills
- Strong consultative selling and negotiation
- Excellent verbal and written communication
- Relationship building and client management
- Familiarity with CRM systems and pipeline management
- Ability to work collaboratively with internal teams
Responsibilities
- Meet production goals through direct selling of commercial insurance to new and existing clients.
- Conduct consistent outbound outreach to prospects using Lamb’s proprietary database to create new opportunities.
- Lead consultative conversations to assess client risk and collaborate with carrier relations to craft insurance solutions.
- Partner with assigned Account Managers to onboard and service your acquired book of clients, ensuring high satisfaction.
- Participate in in-house training to maintain product knowledge and improve sales and servicing strategies.
Education
- Bachelor’s degree required
Benefits
- Competitive compensation with commission structure
- Professional development and in-house training
- Supportive, mission-driven company culture
- Opportunities for career growth within the firm
- Equal opportunity workplace and inclusive environment
Average salary estimate
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At Lamb Financial Group we provide “service that makes every client feel like our only client!”
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