Now Hiring - M3 Insurance - Insurance Business Development Executive in Wauwatosa, WI

New Business Revenue

• Identifies and develops insurance prospects; networks with Centers of Influence.
• Develops, follows and completes a marketing plan.
• Responds to referrals quickly and effectively.
• Creates and maintains prospect lists.
• Originate and close new clients to meet revenue goals.
• Identify and actively pursue prospective client meetings.
• Work with Sales team on next steps for each prospect visit to include closing the file, working on the account over the long-term or getting an AE involved immediately.
• Actively pursue and work key target prospects.
• Work with Sales Leadership to identify AE for specific leads.
• Work with AE to guide the process of moving the prospect through the sales cycle and ultimately winning the business.

Retention Support

• Entertain clients and build long lasting relationships with book of business.
• Attend various meetings including pre-planning meetings, renewal meetings, annual risk management sessions, etc.
• Get to know key decision makers and work to cross sell account.

Personal Development

• Stay current with new risk management ideas and strategies.
• Understand carrier products and sales goals.
• Lead on multiple sessions during M3 Professional Development days.

Required

Preferred

Preferred