Client Executive - Real Estate Insurance

Hylant•Nashville, TN

About The Position

The Client Executive develops and grows a book of business in the Real Estate Insurance market by managing and retaining current clients while proactively identifying new business opportunities. The role includes originating business with new clients, building and expanding client relationships, understanding and anticipating customer needs, and providing Hylant solutions. The Client Executive manages client renewals, identifies cross-selling and upselling opportunities, and focuses on client strategy, growth, and retention. The position may also co-lead a book of business with a Managing Partner. The role represents Hylant at trade and industry events and manages commission and fee negotiations in accordance with standard pricing guidelines. Hylant describes itself as a family-owned insurance brokerage founded in 1935, with a people-first culture centered on relationships, trust, career support, and meaningful impact.

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.
A 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 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, 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, and/or co-lead a book of business with a Managing Partner.
Strengthen the firm's relationships with existing clients and drive continuous improvements focused on business growth and retention.
Represent Hylant at trade and industry events.
Manage commission and fee negotiations in accordance with standard pricing guidelines; obtain management pre-approval for exceptions.
Perform other duties and special projects as requested.