Client Executive

Hylant•Detroit, MI

13d

About The Position

The Client Executive develops and grows a client book of business in the Toledo Benefits market. The role manages and retains current clients while proactively identifying new business opportunities. It includes building client relationships, understanding and anticipating customer needs, and presenting Hylant solutions. The Client Executive manages renewals, identifies cross-selling and upselling opportunities, and focuses on client strategy, growth, and retention, independently or in collaboration with a Managing Partner. The role also represents Hylant at trade and industry events and manages commission and fee negotiations within standard pricing guidelines.

Requirements

Bachelor's degree or 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 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.
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 leads.
Develop, maintain, and expand relationships with new and existing customers.
Understand customer requirements, identify and anticipate needs, and provide Hylant solutions.
Schedule and conduct sales presentations with potential customers for new business.
Manage the client renewal process and identify cross-selling and upselling opportunities based on client needs.
Manage a book of business with a focus 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 to support 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.