CRB Producer

WTW
Philadelphia, PA

Who this role is best for

Strong fit for experienced sales professionals who develop and execute client-centric strategies and have a background in commercial insurance products, particularly in industry-specific domains like Construction, Healthcare, or Real Estate.

Best fit for

  • Experienced sales professionals with a background in commercial insurance for specialized industries
    — “Minimum 5 years proven sales experience in a specialty lines i.e. Construction, Healthcare, Real Estate & Hospitality, Life Sciences – commercial insurance products”
  • Candidates who excel in client relationship management and strategic pipeline development
    — “Maintain consistent/high quality touch points by phone and face to face with clients”
  • Individuals with a proven ability to identify and leverage cross-selling opportunities
    — “Identify and close potential cross-sell opportunities”

Things to consider

  • Compensation may vary based on revenue generation potential and individual qualifications
    — “Base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation”
  • The role may require working with a variety of industry-specific risk management needs
    — “Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs”

How to stand out

  • Highlight experience in developing and executing tailored client sales strategies
    — “Design individual prospect sales strategies and develop unique prospect programs”
  • Demonstrate technical knowledge of insurance and risk management products
    — “Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions”
  • Include leadership roles in professional associations or community groups
    — “Participate and take leadership roles in targeted community and professional associations”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • new business acquisition
  • client retention
Typical background
sales experienceproducer roles

Skills & requirements

Required

Sales StrategyClient ManagementPipeline ManagementCross-sellingPeople Management

Preferred

Community And Professional Association Leadership

Stack & domain

SalesProposalsPresentationsMarketing ResourcesPractice GroupsClient Sales StrategiesNeeds AnalysisRisk AssessmentConsultative AdviceCross-sell OpportunitiesClient ManagementPipeline ManagementPeople ManagementProducer TalentSales Marketing StrategiesTechnical KnowledgeCross-sellingCommunicationTeamworkLeadershipDecision-makingProblem-solvingTime ManagementProject ManagementMarketingInsuranceRisk Management

About the role

Original posting from WTW

The Role

Most of the activity in this role is directed toward the generation of new sales to existing and prospective clients. Success in this role is based on the incumbent’s ability to win and retain new business and meet or exceed established sales goal targets related to revenue growth, mix of business and penetration into industry specific targets.

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. 

Compensation and Benefits 

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). 

Company Benefits 

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

EOE, including disability/vets

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com. 

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

The Requirements

Bachelor of Arts/Bachelor of Science degree in related field of study preferredValid State-relevant insurance license(s) only add this if the cand has a current licenseMinimum 5 years proven sales experience in a specialty lines i.e. Construction, Healthcare, Real Estate & Hospitality, Life Sciences – commercial insurance productsProven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professionalComprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management and cross-sellingAbility to identify and leverage essential information and think in a critical and logical mannerAbility to work in a client-centric strategic and decisive manner according to tight deadlinesExcellent communication (written, verbal and oral) skills and interpersonal skills

Source: WTW careers

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