Client Executive - Real Estate Insurance

Hylant•Birmingham, MI

30d•Hybrid

About The Position

The Client Executive will develop and grow a client book of business. This includes management and retention of current clients and proactively identifying new business opportunities within the assigned geography and/or focus area.

Requirements

Bachelor’s degree or equivalent combination of education and work experience.
A minimum of 2 years of proven insurance brokerage sales experience.
Possess a solid foundation of Hylant sales and client service methodology.
Hold and maintain active Property & Casualty License.
Detailed working knowledge of industry resources, benchmarking information, agency management, and risk management principles.
Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
Exception oral and written communication skills.
Ability to work well in a team environment.
Ability and willingness to travel by car or airplane for meetings, conferences, or other business-related functions.
Must be legally authorized to work in the United States

Responsibilities

Establish sales development plans to originate business with new clients.
Build and maintain a book of business and incrementally grow the book each year.
Actively generate sales leads through regular prospecting, cold calls, networking, account rounding, cross selling with other departments, and pursuing miscellaneous sales leads
Develop, maintain, and expand relationships with new and existing customers.
Understand requirements for new and existing customers; identify and anticipate needs and provide Hylant solutions to meet these needs.
Schedule and conduct sales presentations with potential customers for new business.
Manage the client renewal process; identify opportunities to cross sell and upsell based on client needs.
Manage a book of business focusing on client strategy, growth and retention and/or co-lead a book of business in collaboration with a Managing Partner.
Strengthen the firm's relationships with existing clients and drive continuous improvements with an ultimate focus on business growth and retention.
Represent Hylant at trade and industry events.
Manage negotiations on all commission and fee arrangements in accordance with standard pricing guidelines (exceptions require management pre-approval).
Perform other duties and special projects as requested.