Client Executive - Employee Benefits Insurance
Core
Develop and grow a client book of business for employee benefits insurance, focusing on retention, new business origination, and strategic account management.
Role type
Client Executive (Sales)
Builds
Employee benefits insurance solutions
Domain
Insurance Brokerage / Employee Benefits
Deliverable
client delivery
Required skills
insurance brokerage sales, prospecting, account management, sales presentations, negotiation, cross-selling, upselling, client strategy, relationship management
Preferred skills
Hylant sales methodology, industry benchmarking knowledge, risk management principles
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Establish sales development plans to originate new business; build and maintain a book of business; generate sales leads through prospecting and networking; conduct sales presentations; manage client renewals and identify upsell opportunities; represent the firm at trade events; manage commission and fee negotiations.
Seniority
Individual Contributor, Mid-Level