CRB Producer

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.