Client Executive - Employee Benefits
Core
Develop and grow a client book of business for employee benefits in the Chicago market through sales, retention, and new business acquisition.
Role type
Client Executive (Employee Benefits)
Builds
Client relationships and sales pipeline for Hylant's employee benefits solutions
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Insurance brokerage sales, prospecting, account management, negotiation, CRM utilization (Hubspot), Life & Health licensing, industry benchmarking knowledge
Preferred skills
Cross-selling, upselling, trade event representation, team collaboration
Technologies
Hubspot, Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Establish sales development plans, generate leads via prospecting and networking, conduct sales presentations, manage client renewals and retention, negotiate commission and fee arrangements, represent the firm at industry events
Seniority
Mid-level IC (4-5 years experience)