Client Executive - Employee Benefits
Core
Develop and grow a client book of business for employee benefits solutions, focusing on retention, new business acquisition, and cross-selling within the Chicago market.
Role type
Client Executive (Sales)
Builds
Employee benefits solutions and client relationships
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, strategic client growth
Technologies
Hubspot, Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Establish sales development plans, generate sales leads via prospecting and networking, conduct sales presentations, manage client renewals, negotiate commission and fee arrangements, represent the firm at industry events
Seniority
Mid-Senior level (4-5 years experience)