Client Executive - Employee Benefits Insurance
Core
Develop and grow a client book of business for employee benefits insurance in the Elkhart market, focusing on retention, new business origination, and cross-selling.
Role type
Client Executive (Sales)
Builds
Client book of business and revenue for Hylant's employee benefits solutions
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Insurance brokerage sales, prospecting, account management, negotiation, relationship building, sales presentations, cross-selling, upselling
Preferred skills
Knowledge of industry resources and risk management principles, Microsoft Office proficiency
Technologies
Excel, Word, PowerPoint, Outlook
Responsibilities
Establish sales development plans, generate sales leads through prospecting and networking, conduct sales presentations, manage client renewals, negotiate commission and fee arrangements, represent the firm at industry events
Seniority
Mid-level, hands-on IC