CareerPlan

Client Executive - Real Estate Insurance

OH - Toledo, USFull-time2026-10-30 → 2026-11-11

Core

Develop and grow a client book of business for Real Estate Insurance, focusing on retention, new business origination, and cross-selling.

Role type

Client Executive (Sales)

Builds

Client relationships and sales pipeline for Real Estate Insurance products

Domain

Insurance / Real Estate

Deliverable

client delivery

Required skills

Real Estate insurance sales, prospecting, account management, negotiation, P&C licensing, Microsoft Office

Preferred skills

Hylant sales methodology, industry benchmarking knowledge, risk management principles

Responsibilities

Establish sales development plans, generate leads via cold calls and networking, conduct sales presentations, manage client renewals and upselling, represent firm at industry events, manage commission negotiations

Seniority

Mid-level, hands-on IC