Associate Client Executive

HylantCincinnati, OH

About The Position

The Associate Client Executive (ACE) will begin their insurance sales training and development journey in Hylant’s ACE Training & Development Program. This program offers a robust curriculum of insurance knowledge and core sales skills and is designed to prepare early in career or new to insurance professionals for success in an Employee Benefits Client Executive role.

Requirements

  • Bachelor’s degree or equivalent combination of education and work experience.
  • Active Life & Health License, or the ability to obtain within 50 days of employment.
  • Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
  • Basic analytical skills
  • Excellent attention to detail
  • Exception oral and written communication skills
  • Ability to work well in a team environment.

Responsibilities

  • Develop an understanding and complete adoption of Hylant sales tools and processes.
  • Develop and enhance understanding of Hylant’s servicing tools and processes.
  • Develop and enhance knowledge of the insurance marketplace, products, and services.
  • Develop the ability to present professionally in all elements of client facing (internal and external) including technical writing and verbal presentations.
  • Support senior staff in the solicitation and servicing of clients and prospects throughout the full insurance brokerage deal flow process.
  • Assist with client preparation work such as creating presentations, proposals, etc.
  • Assist in coverage analysis and policy reviews; developing competence to provide options based on determination of client needs.
  • Develop the ability to build and maintain effective working relationships with external client contacts and internal Hylant stakeholders.
  • Participate in social and professional networking, charitable events, or other organizations and events that advance the Hylant brand.
  • Perform other duties and special projects as requested.
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