Client Executive

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 Toledo Benefits market.

In This Opportunity 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.
• 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 Opportunity You Will Need

• Bachelor's degree or equivalent combination of education and work experience.
• A minimum of 2 years of proven insurance brokerage sales experience.
• Possess a solid foundation of Hylant sales and client service methodology.
• Hold and maintain active Property & Casualty 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