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Client Executive - P&C at Greene Resources

Client Executive - P&C

Greene Resources Raleigh, NC (Onsite) Full-Time
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Job Number: 45277

Client Executive - P&C

Job Description:

Our client, a business advisory firm, is seeking a Client Executive to join their team! The Client Executive is responsible for developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining an assigned book of business in the commercial property & casualty sector. The CE works closely and in partnership with the marketing team to identify and cultivate leads, as well as with client management and service teams to effectively and strategically service and retain clients. This is a direct hire opportunity in Beverly, Massachusetts.


  • Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings to meet quarterly and annual revenue goals

  • Work closely and effectively with Marketing team to strategically nurture and cultivate prospects

  • Work closely with account manager(s) to identify markets for solicitation of new business;

  • Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other thought leadership opportunities

  • Educate prospects on business trends, compliance, products evolution, and company value proposition

  • Manage sales pipeline and sales activities via Microsoft CRM

  • Attend association events and meetings based on targeted verticals

  • Establish vendor relationships and develop referral sources

  • Foster and manage overall relationship with clients to ensure high client satisfaction and annual retention goals

  • Work closely and effectively with account management and service teams to ensure client needs are met

  • Communicate multi-year strategy to clients

  • Create and oversee client wellness program strategies

  • Work closely and collaboratively with Client Service and Sales leader(s) to improve processes or services as needed

  • Review client team?s RFPs to ensure proper strategy is being executed

  • Oversee overall service delivery and work closely with internal service teams regarding clients? pre-renewal strategy, renewal, open enrollment and post renewal follow-up

  • Conduct client meetings (in conjunction with service team members where appropriate) regarding pre-renewal strategy, renewal, open enrollment and post renewal follow-up

  • Negotiate client contracts with carriers

  • Remains fully knowledgeable on compliance issues governed by legislation and regulations

Education Requirements:

  • Bachelors Degree, preferred

Desired Background/Skills:

  • Must have excellent verbal and written communication skills, with the ability to influence and effectively interact with C-suite clients and prospective clients

  • Must possess the ability to work with clients at a senior strategic level

  • Strong leadership skills

  • Must be self-motivated and disciplined

  • Ability to thrive in fast-paced environment and meet or exceed annual sales and retention goals

  • Must be highly skilled in use of Microsoft Office;

  • Experience with customer relationship management (CRM) software program, preferred

  • Ability to articulate the company?s value proposition and capabilities

  • Must be organized and detail-oriented, with the ability to meet deadlines and work well with others.


  • Experience in broker agency or P&C firm, required

  • 7+ years of sales and/or P&C experience, preferred; 5+ required

  • Experience selling to C-Suite, strongly preferred

  • Current appropriate insurance license, required

  • Must have a practical knowledge of quoting process and tools

  • Must be proficient in Microsoft Excel and familiar with database applications

Other Information:

    Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Job Snapshot

Employee Type



Raleigh, NC (Onsite)

Job Type

Admin - Clerical, Customer Service


Not Specified

Date Posted

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