Client Executive, EB

Holmes Murphy InsuranceScottsdale, AZ
Onsite

About The Position

We are looking to add a Employee Benefits Producer (Client Executive) to join our Employee Benefits team. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Requirements

  • Ability to obtain or retain State specific licensing and industry specific professional designations.
  • Hold appropriate state specific Insurance Agent's License, or the ability to obtain within 90 days of hire.
  • Sales experience, preferably in Employee Benefits.

Nice To Haves

  • College degree preferred, but not required.

Responsibilities

  • Actively generate new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals.
  • Partners with appropriate internal team members and/or experts on appropriate coverages for initial and ongoing prospect sales meetings and proposals.
  • In collaboration with client experience team, manages existing book of business.
  • Maintain relationship with clients and their business needs, addressing changes as needed and delivering documents as appropriate.
  • Attends all sales-related activities, promoting game-changing, positive attitude in support of all agency changes and/or growth.
  • Effectively communicate company’s position and development of solutions on latest industry trends to clients.
  • Responsible for overall team accountability as respects to commitments made to customers.
  • Encourages and coaches to build healthy, high functioning teams through influencing others.
  • Promotes the agency and the insurance industry in the community.
  • Additional duties that may be requested.

Benefits

  • health, dental and vision
  • Paid Parental Leave and supportive New Parent Benefits
  • Company paid continuing Education & Tuition Reimbursement
  • 401k Profit Sharing
  • Generous time off practices in addition to paid holidays
  • Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you
  • DE&I programs
  • annual bonuses
  • total wellbeing benefits
  • support for professional development
  • Health Matters Day
  • Celebrate Day (for your birthday!)
  • Diversity Day
  • Volunteer Time Off
  • paid parental leave
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