Client Executive - Real Estate Insurance jobs in United States
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Hylant · 2 months ago

Client Executive - Real Estate Insurance

Hylant is a full-service insurance brokerage with over 20 offices in eight states. The Client Executive will develop and grow a client book of business while managing current clients and identifying new business opportunities within the Hylant Real Estate Practice.

Insurance
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Growth Opportunities
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Responsibilities

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
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

Qualification

Insurance brokerage salesReal estate experienceProperty & Casualty LicenseSales presentationsMicrosoft OfficeOral communicationWritten communicationTeamwork

Required

Bachelor's degree or equivalent combination of education and work experience
A minimum of 2 years of relevant insurance brokerage sales or real estate experience
Willingness to learn Hylant sales and client service methodology
Ability to earn and maintain an 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

Company

Hylant

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Hylant is a full-service insurance brokerage.

Funding

Current Stage
Late Stage

Leadership Team

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Andy Dale
Chief Financial Officer
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Carman Baines
Client Executive
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Company data provided by crunchbase