- Identify new commercial opportunities using client and portfolio data
- Engage with internal stakeholders and clients
- Present digital risk propositions
- Drive opportunities through the sales pipeline
- Use claims data, renewal data and portfolio analytics to identify target opportunities within key client segments
- Reach out to relationship owners with a commercial rationale and value proposition
- Qualify and prioritise opportunities
- Maintain an accurate and up-to-date pipeline across active partnership propositions
- Communicate technology partnership propositions to internal stakeholders
- Coordinate and lead internal briefing meetings
- Develop and maintain sales enablement materials, including pitch decks, one-pagers and battle cards
- Attend and contribute to client meetings, presenting propositions
- Follow up on meetings with structured next steps and drive opportunities through the sales cycle to close
- Collaborate with Client Executives, broking colleagues and technology partners
- Maintain records of outreach activity, meeting outcomes, pipeline status and deal progression
- Report on sales activity and commercial performance against targets
- Identify feedback loops to improve targeting, messaging or proposition design
Requirements
- Proven sales or business development experience, ideally in a professional services, insurance or technology environment
- Ability to present confidently and articulate complex propositions clearly and compellingly
- Proactive self-starter able to generate and pursue opportunities without close direction
- Strong written and verbal communication skills
- Highly organised with good attention to detail
- Ability to manage multiple opportunities simultaneously
- Proficiency in Microsoft Office, particularly PowerPoint, Word and Excel
- Ability to build effective relationships with internal and external stakeholders
- Knowledge of the Risk Technology or InsurTech landscape
- Familiarity with fleet telematics, flood risk, or workplace safety solutions
- Understanding of Marsh and its role in the commercial insurance marketplace
- Experience using CRM tools or pipeline management platforms
- Must work in the local office or onsite with clients at least three days per week
Core Competencies
Demonstrates expertise in sales and business development within the professional services, insurance, or technology sectors, with a strong ability to present complex propositions and manage multiple opportunities effectively. Proficient in utilizing CRM tools and Microsoft Office to enhance sales processes and maintain accurate pipeline management.
Highest-signal resume keywords
- Sales Or Business Development Experience
- Proficiency In Microsoft Office
- Knowledge Of Risk Technology Or InsurTech
- Experience Using CRM Tools
- Strong Written And Verbal Communication Skills
ATS Optimization Keywords
Hard Skills
- Sales Pipeline Management
- Data Analysis
- Proposition Development
- Client Engagement
- Opportunity Qualification
- Presentation Skills
- Attention To Detail
- Relationship Building
- Commercial Rationale Development
- Feedback Loop Identification
Soft Skills
- Proactive Self-Starter
- Highly Organised
- Effective Communication
- Collaboration
- Ability To Manage Multiple Opportunities
Industry Keywords
- InsurTech
- Risk Technology
- Fleet Telematics
- Flood Risk
- Workplace Safety Solutions
- Commercial Insurance Marketplace
Tools & Technologies
- CRM Tools
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Excel
- Sales Enablement Materials
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Sales & Engagement Executive – Digital Risk Consulting in Norwich employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
