Associate Client Executive
Core
Early-career insurance sales professional developing core sales skills and insurance knowledge to support client solicitation and servicing.
Role type
Associate Client Executive (training track)
Builds
Employee benefits insurance brokerage solutions
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
sales skills, insurance product knowledge, client presentation, proposal creation, coverage analysis, policy review, relationship building, Microsoft Office (Excel, Word, PowerPoint, Outlook), analytical skills
Preferred skills
ability to obtain Life & Health license within 50 days
Technologies
Microsoft Office Suite
Responsibilities
Develop understanding of sales tools and processes, support senior staff in solicitation and servicing of clients, assist with client preparation work including presentations and proposals, assist in coverage analysis and policy reviews, build and maintain relationships with external clients and internal stakeholders
Seniority
Entry-level / Early career