Client Executive - Employee Benefits

About the Role

The Client Executive will develop and grow a client book of business, including management and retention of current clients and proactive identification of new business opportunities within the Chicago Benefits market.

Responsibilities

• Execute sales development plans to originate business with new clients.
• Build and maintain a book of business, incrementally growing it each year.
• Actively generate sales leads through 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.

Requirements

• Bachelor’s degree or equivalent combination of education and work experience.
• A minimum of 4-5 years of proven insurance brokerage sales experience.
• Solid foundation of Hylant sales and client service methodology.
• 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).
• Exceptional 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 the Company

Since 1935, Hylant has been a family-owned insurance brokerage built on relationships, trust, and a people-first mindset. We believe great work is rooted in understanding people—our clients, our communities, and each other—and delivering thoughtful solutions that rise above the expected. At Hylant, you’re more than an employee; you’re part of a team that treats one another like family and works together to make a meaningful impact.