Account Executive/Team Lead - Employee Benefits

Hylant; Cleveland (OH); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Hylant, a leading insurance brokerage, seeks an Account Executive to partner with clients and manage a book of business in the Employee Benefits sector. The role entails driving growth, fostering client relationships, and executing strategic initiatives within a professional environment. With 7+ years of industry experience preferred, candidates should embody strong communication skills and a commitment to client service, ensuring Hylant’s legacy of excellence continues. Join a family-oriented firm that values and nurtures its employees and clients alike.

Qualifications

• Bachelor’s degree or equivalent experience.
• 7+ years in insurance sales/service.
• Active Life & Health License required.
• Advanced insurance knowledge in Employee Benefits.

Responsibilities

• Manage and retain clients, focusing on growth and retention.
• Collaborate with teams to implement client service strategies.
• Serve as a strategic consultant for clients.
• Represent Hylant at industry events.

Skills

Sales experience

Client management

Communication skills

Teamwork

Attention to detail

Education

Bachelor’s degree in business, insurance, or risk management

CIC, CPCU, ARM or CRM designation

Tools

Microsoft Office

Hylant’s Agency Management System(s)

Job description

The Opportunity:

The Account Executive will serve as a partner to Market Presidents, Managing Partners, Client Executives, and service team members acting as a strategic advisor for an existing book of business. This position will manage and retain clients, proactively identifying new business opportunities and collaboratively supporting the design, marketing, and implementation of solutions for an assigned client portfolio in the Employee Benefits insurance space.

In This Role You Will Execute On:

• Manage a book of business focusing on client strategy, growth and retention; facilitate the development,maintenance, and execution of client service delivery strategies.
• Collaborate with service leadership to provide guidance and direction to the service team ensuring strategies areeffectively designed, communicated, and implemented to meet goals and deliverables.
• Strengthen the firm's relationships with existing clients and drive continuous improvements with an ultimate focuson business retention and growth.
• Serve as a strategic consultant to clients and internal stakeholders demonstrating a deep technical knowledge ofinsurance and risk management.
• Cultivate relationships with clients, prospects, carrier partners and other stakeholders to drive client retention;demonstrate a deep understanding of needs to identify and provide Hylant solutions to meet these needs acrossbusiness lines.
• Provide support to Managing Partners and Client Executives (CE) in managing accounts and act as, or on behalfof, the CE when/if needed.
• Manage negotiations on all commission and fee arrangements in accordance with standard pricing guidelines(exceptions require management pre-approval).
• Represent Hylant at trade and industry events.
• Effectively collaborate and communicate with leadership at all levels (i.e., office, region, business unit) providingupdates on client and market intelligence needed to align strategies with business goals.
• Perform other duties and special projects as assigned.

In This Role You Will Execute On:

• Bachelor’s degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
• Seven (7) or more years of sales and/or service experience in the insurance industry.
• Active Life & Health License
• Advanced knowledge of insurance lines of coverage in the selected focus area (Employee Benefits)
• Advanced Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
• Working knowledge of Hylant’s Agency Management System(s) (AMS).
• CIC, CPCU, ARM or CRM designation required
• Valid Resident State Driver’s License required
• Excellent attention to detail, 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

Why Hylant?

A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.

Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.

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