Client Executive - Real Estate Insurance

Hylant•Toledo, OH

About The Position

The Client Executive develops and grows a book of business in the Real Estate Insurance market. The role manages and retains existing clients while proactively identifying new business opportunities. It may independently manage a book of business or co-lead one in collaboration with a Managing Partner, with a focus on client strategy, growth, and retention. The Client Executive represents Hylant at trade and industry events and completes other duties and special projects as requested.

Requirements

Bachelor's degree or an equivalent combination of education and work experience.
At least 3 years of proven insurance brokerage sales experience in the Real Estate insurance space.
Solid foundation in Hylant sales and client service methodology.
Active Property & Casualty License, which must be maintained.
Detailed working knowledge of industry resources, benchmarking information, agency management, and risk management principles.
Intermediate Microsoft Office skills, including Excel, Word, PowerPoint, and Outlook.
Excellent 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, growing it incrementally each year.
Generate leads through prospecting, cold calls, networking, account rounding, cross-selling with other departments, and pursuing other sales leads.
Develop, maintain, and expand relationships with new and existing customers.
Understand customer requirements, anticipate needs, and provide Hylant solutions to address them.
Schedule and conduct sales presentations for potential new-business customers.
Manage client renewals and identify opportunities to cross-sell and upsell based on client needs.
Manage a book of business focused on client strategy, growth, and retention, or co-lead a book of business with a Managing Partner.
Strengthen relationships with existing clients and drive continuous improvements focused on business growth and retention.
Represent Hylant at trade and industry events.
Manage negotiations on commission and fee arrangements in accordance with standard pricing guidelines; obtain management pre-approval for exceptions.
Perform other duties and special projects as requested.