Sales Executive - P&C

Unison Risk Advisors

Columbus, OH

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JOB DETAILS

SKILLS

Analysis Skills, Best Practices, Brokerage, Business Development, Business Growth, Business Strategy, Communication Skills, Cross-Functional, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer/Client Research, Detail Oriented, Develop and Maintain Customers, Documentation, Insurance, Insurance Sales, Interpersonal Skills, Leadership, Licensing, Market Trend Analysis, Meet Sales Quota, Operational Support, Organizational Skills, Problem Solving Skills, Process Improvement, Retirement Planning, Revenue Growth, Risk, Risk Management, Sales, Sales Closing Skills, Sales Cycle, Sales Management, Sales Pipeline, Sales Presentation, Sales Prospecting, Sales Strategy, Sales Support, Sales Tools, Scalable System Development, Team Player, Time Management

LOCATION

Columbus, OH

POSTED

Today

Sales Executive, P&C - Job Description

Position Summary

Responsible for generating sales opportunities with new clients within a defined market while building, maintaining, and growing a book of business aligned to annual production goals. The role isaccountable for executing a personal sales strategy, driving cross-sell opportunities, and providing consultative risk management solutions. This role is both strategic and hands-on, requiring proactive prospecting, client relationship development, and full lifecycle sales execution in support of organizational growth.

Key Responsibilities

Functional Leadership & Ownership

• Ownership of personal sales pipeline, book of business, and production goals.

• Development and execution of an individual sales development plan.

• Acting as a subject matter expert in insurance products, risk management, and client solutions.

• Aligning sales strategy with organizational growth initiatives.

Hands-On Execution & Delivery

• Executing proactive prospecting strategies including cold outreach, networking, and referral generation.

• Identifying decision-makers and securing meetings and presentations.

• Conducting detailed analysis of prospective clients' insurance and risk programs.

• Designing and customizing insurance solutions and presenting recommendations.

• Applying closing techniques to secure new business and achieve sales targets.

Reporting, Quality & Operational Support

• Maintaining accurate and timely CRM records including contacts, activities, opportunities, and outcomes.

• Ensuring quality, accuracy, and completeness of proposals, presentations, and sales documentation.

• Monitoring pipeline activity and proactively managing follow-ups and next steps.

Cross-Functional Partnership & Integration

• Partnering with internal service teams and practice leaders to deliver integrated client solutions.

• Collaborating to identify and execute cross-sell opportunities across all lines of business.

• Ensuring seamless transition from sales to service and ongoing client support.

Growth, Change & Special Initiatives

• Participating in business development meetings and company initiatives.

• Attending industry events, seminars, and training to enhance knowledge and skills.

• Staying current on market trends, legislative changes, and new products.

Process Improvement & Best Practices

• Identifying opportunities to improve personal sales effectiveness and processes.

• Leveraging insights and trends to refine prospecting and closing strategies.

• Supporting adoption of consistent tools, processes, and best practices.

Center of Excellence (COE) Contribution

• Contributing market feedback, sales insights, and client needs to broader organizational strategy.

• Supporting development of scalable sales practices, tools, and approaches.

Accountability

The role is accountable for achieving annual production goals, consistently generating new business, growing and retaining a profitable book of business, maintaining strong client relationships, and demonstrating ownership and accountability across the full sales lifecycle.

Qualifications

Required

• 3-5+ years of related experience or equivalent combination of education and experience.

• Proven insurance brokerage sales experience.

• Experience in Property & Casualty, Life & Health, Personal Lines, or Retirement Planning.

• Appropriate insurance licensing required.

Preferred

• Established professional network and referral sources.

• Active participation in community or industry organizations.

Key Competencies

• Proactive, goal-driven, and confident approach

• Service-oriented and collaborative mindset

• Strong networking and relationship-building skills

• Exceptional interpersonal and communication abilities

• Highly organized, detail-oriented, and results-focused

• Analytical thinking and problem-solving capability

• Creative and innovative approach to solutions

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Sales Executive - P&C

Unison Risk Advisors

Columbus, OH

About the Company

Unison Risk Advisors

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