Client Executive
Core
Develop and grow a client book of business in the Individual Solutions market, focusing on retention, new business acquisition, and cross-selling.
Role type
Client Executive (Sales)
Builds
Client relationships and business growth within the Individual Solutions insurance market
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Insurance brokerage sales, prospecting, relationship management, sales presentations, client renewal management, negotiation, Property & Casualty or Life & Health licensing, industry resource knowledge, Microsoft Office
Preferred skills
Hylant sales methodology, travel for meetings and conferences
Responsibilities
Build and maintain a book of business, generate sales leads through prospecting and networking, conduct sales presentations, manage client renewals and upsell opportunities, represent the firm at industry events, manage commission and fee negotiations
Seniority
Mid-level, hands-on IC