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Insurance

Client Executive - January 2027

OnsiteOnsiteFull TimePosted 23 days ago

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Required skills

  • production goals
  • selling insurance
  • new clients
  • existing clients
  • prospect database
  • policy placement
  • carrier relations team
  • insurance solutions
  • client satisfaction
  • sales strategies

Role summary

The Client Executive role focuses on soliciting prospective clients, building relationships, and selling insurance coverage to manage risk. Responsibilities include meeting production goals, directly selling insurance to new and existing clients, and proactively reaching out to prospects. The role involves leading consulting efforts to identify client needs and collaborating with internal teams to deliver optimal insurance solutions. Client Executives will also work with Account Managers to service their acquired client base, ensuring client satisfaction and effective ongoing solutions. Participation in internal training programs is required to maintain product expertise and sales strategies.

Lamb is the leading commercial insurance broker dedicated to non-profits and social services organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture!

ABOUT THE ROLE

In this role you will be responsible for soliciting prospective clients utilizing our industry-leading proprietary resources, building strong relationships, and gathering the information necessary to properly quote and sell insurance coverage that your prospects need to effectively manage their risk and exposure.

Responsibilities:

  • Client Executives are responsible for meeting production goals and the direct selling of insurance to new and existing clients.
  • Consistently reach out telephonically to new prospects from our extensive, proprietary prospect database to create new opportunities for policy placement.
  • Lead consulting efforts with prospects to identify their insurance needs and work with Lamb’s in- house carrier relations team to deliver the best insurance solutions from industry-leading carriers.
  • Work closely with Lamb-assigned Account Managers to service “your book” of acquired clients to deliver both effective on-going insurance solutions and the highest possible level of client satisfaction.
  • Participate in Lamb’s in-house training programs to maintain expertise regarding products in the insurance market as well as optimize effective sales and servicing strategies.
  • QUALIFICATIONS

  • Bachelor’s degree.
  • Demonstrates our Core Values: Work Ethic, Passion, Caring, Effectivity, Humility
  • Lamb is a proud Equal Opportunity Employer. Lamb is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Lamb will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

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