Client Solutions Specialist

Full Job Description

Do you excel at closing deals, solving complex client needs, and writing new policies without the headache of cold prospecting? Midwest Capital Insurance is seeking a high-performing Client Solutions Specialist to join our growing team.

In this role, your primary focus is sales execution. You won't be required to generate leads from scratch—instead, you will take warm incoming inquiries, cross-sell additional coverage to our existing client base, and convert high-intent prospects into policyholders. If you are a strong closer who thrives on consultation, negotiations, and maximizing revenue from warm leads, this is the perfect role for you.

Key Responsibilities

• Warm Lead Conversion: Consult with incoming, inbound prospective clients to evaluate their coverage needs, present tailored solutions, and close the sale.
• Account Expansion & Cross-Selling: Analyze existing client portfolios to identify coverage gaps.
• Policy Customization & Quoting: Prepare, deliver, and negotiate competitive proposals using our extensive network of top-tier insurance carriers.
• Retention Sales: Re-engage policyholders during renewal cycles to adjust coverage, overcome price objections, and maintain account loyalty.
• CRM & Pipeline Optimization: Track deal stages, follow-up timelines, and conversion metrics within our internal sales management system.

Qualifications & Skills

• Closing Ability: Confident in presenting options, overcoming objections, and securing firm commitments.
• Relationship Management: Ability to quickly establish rapport, understand client preferences, and build long-term trust.
• Detail-Oriented: Precision in matching client specifications with carrier guidelines to write accurate, high-quality policies.

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Pay: $50,000.00 - $80,000.00 per year

Benefits:

• Flexible schedule

Work Location: In person