Sales Process:
- Prepare proposals and presentations using marketing resources, practice groups and other WTW producers.
- Design individual prospect sales strategies and develop unique prospect programs.
- Align with individual client sales strategies.
- Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.
- Provide consultative advice in key risk areas.
- Identify and close potential cross-sell opportunities.
Client Management:
- Maintain consistent/high quality touch points by phone and face to face with clients.
- Champion the proper advocacy of claims.
- Participate in stewardship meetings.
- Support Client Management team in identifying and closing rounding opportunities.
Pipeline Management:
- Identify prospects for business from existing and prospective clients.
- Develop new relationships with individuals responsible for insurance and risk management decisions.
- Obtain referral leads from existing clients.
- Aggressively identify and pursue cross-selling opportunities.
- Participate and take leadership roles in targeted community and professional associations.
People Management:
- Provide annual input for the performance review of team members.
- Provide timely/quality feedback to service team members; assist team members in acquiring new skills.
Help to identify and develop future producer talent.
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Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
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