Associate Client Executive (ACE)
Core
Early-career professional in a training program to become a Client Executive specializing in Commercial Property & Casualty or Employee Benefits.
Role type
Associate Client Executive (ACE) in training
Builds
Insurance brokerage services for clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
sales techniques, client presentation, coverage analysis, policy review, Microsoft Office (Excel, Word, PowerPoint, Outlook), analytical skills, relationship building
Preferred skills
prior sales experience, active Property & Casualty or Life & Health license
Technologies
Hylant sales tools, Hylant servicing tools
Responsibilities
Adopt sales and servicing tools, present to clients internally and externally, support senior staff in solicitation and servicing, assist with client preparation (presentations, proposals), perform coverage analysis and policy reviews, build relationships with clients and stakeholders, participate in networking events
Seniority
Early-career, entry-level IC