Client Executive - Employee Benefits

Qualifications

• Bachelor's degree or relevant work experience
• 4-5 years of insurance brokerage sales experience
• Active Life & Health License
• Strong knowledge of risk management principles
• 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