Client Executive

Hylant • Detroit, MI

1d

About The Position

The Client Executive develops new business and manages and grows a book of business. The role builds relationships with new and existing customers, identifies their insurance and risk-management needs, and presents Hylant solutions. It manages client renewals, retention, and opportunities to cross-sell and upsell, either independently or in collaboration with a Managing Partner. The position also represents Hylant at industry events and manages commission and fee negotiations according to company pricing guidelines.

Requirements

• Bachelor’s degree or an equivalent combination of education and work experience.
• At least 2 years of proven insurance brokerage sales experience.
• A solid foundation in Hylant sales and client service methodology.
• Active Property & Casualty or Life & Health license, maintained throughout employment.
• 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 and grow it incrementally each year.
• Generate sales 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.
• Schedule and conduct sales presentations with potential customers for new business.
• Manage client renewals and identify opportunities to cross-sell and upsell based on client needs.
• Manage a book of business with a focus on client strategy, growth, and retention, and/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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level