Intermediate skills in Microsoft Office applications
Excellent oral and written communication skills
Team-oriented and collaborative mindset
Responsibilities
Develop and implement sales plans to attract new clients
Grow and manage an existing book of business
Generate leads through various outreach methods
Build and nurture relationships with clients
Utilize Hubspot for CRM purposes
Conduct sales presentations for potential clients
Manage client renewal processes to identify upsell opportunities
Represent the company at industry events
Benefits
Opportunity for professional growth within the organization
Access to industry benchmarking tools
Collaboration with seasoned professionals
Participation in trade and industry events
Full Job Description
The Opportunity:
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 Chicago Benefits market.
In This Role You Will Execute On:
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.
Utilize Hubspot as a CRM.
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.
In This Role You Will Need:
Bachelor's degree or equivalent combination of education and work experience.
A minimum of 4-5 years of proven insurance brokerage sales experience.
Possess a solid foundation of Hylant sales and client service methodology.
Hold and maintain active Life & Health 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
About Hylant Group Inc
Hylant is a full-service insurance brokerage firm with 16 offices in Ohio, Michigan, Illinois, Indiana, Tennessee, and Florida. The company offers a wide range of insurance products and services, including property and casualty, employee benefits, personal lines, and risk management consulting. Hylant serves clients in a variety of industries, including healthcare, construction, manufacturing, and transportation. The company was founded in 1935 and is headquartered in Toledo, Ohio.
