Sales Executive, P&C

Sales Executive, P&C– Job Description

Position Summary

As a Sales Executive (SE) at Gibson, this role is responsible for leading new and existing client relationships, driving business development, and delivering strategic risk management solutions. The SE owns account leadership, develops a strong sales pipeline, and partners with service teams to provide exceptional client experiences. This role supports organizational growth by expanding market presence, building long-term client partnerships, and delivering innovative insurance advisory solutions. The position is both strategic and hands-on, blending business development with client advisory and leadership responsibilities.

Key Responsibilities

Functional Leadership & Ownership

·       Ownership of client relationships and overall account strategy.

·       Accountability for sales pipeline development and achieving annual sales goals.

·       Acting as a subject matter expert in insurance solutions and risk management.

·       Partnering with internal teams to align client strategies with business objectives.

Hands-On Execution & Delivery

·       Actively prospecting and developing new business opportunities.

·       Managing all sales activities within CRM systems.

·       Following up on leads and maintaining a strong pipeline (3x annual goal).

·       Executing client strategies and overseeing implementation of solutions.

Reporting, Quality & Operational Support

·       Ensuring accurate documentation of sales activity and client interactions.

·       Monitoring pipeline health and performance against goals.

·       Maintaining high-quality client service standards.

·       Supporting renewal processes and deliverables.

Cross-Functional Partnership & Integration

·       Collaborating with Client Executives, Managers, and service teams.

·       Driving alignment across Gibson practice areas.

·       Supporting cross-selling and account rounding opportunities.

·       Partnering with carriers and external stakeholders.

Growth, Change & Special Initiatives

·       Leading growth initiatives through new client acquisition.

·       Participating in strategic planning and business development efforts.

·       Supporting organizational growth and market expansion.

·       Contributing to special projects and team initiatives.

Process Improvement & Best Practices

·       Identifying opportunities to improve sales processes.

·       Leveraging tools and best practices to enhance performance.

·       Staying informed on industry trends and market solutions.

·       Promoting continuous improvement and innovation.

Center of Excellence (COE) Contribution

·       Sharing industry knowledge and best practices.

·       Supporting development of scalable sales strategies.

·       Contributing to documentation and playbooks.

·       Supporting organizational initiatives and change management.

Accountability

·       Delivering sales results at or above established goals.

·       Maintaining strong client relationships and retention.

·       Ensuring high-quality service and accurate execution.

·       Supporting business growth and strategic initiatives.

·       Demonstrating ownership and sound decision-making.

Qualifications

·       5+ years of sales or consulting experience in a professional services industry.

·       Active Property & Casualty license.

·       Strong communication and relationship-building skills.

·       Proficiency in Microsoft Office products.

·       Proven ability to build and grow a book of business.

Preferred

·       Bachelor’s degree preferred.

·       Experience in insurance brokerage or agency environments.

·       Demonstrated client retention success.

·       Experience presenting to clients and stakeholders.

Key Competencies

·       Strategic Thinking

·       Ownership & Accountability

·       Consulting & Relationship Building

·       Business Development

·       Communication Skills

·       Problem Solving

·       Collaboration