Client Executive, EB

Holmes Murphy; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid Parental Leave

Continuing Education & Tuition Reimbur

401k Profit Sharing

Generous time off

Volunteer time off

Employee matching gifts

DE&I programs

Job summary

Holmes Murphy in Dallas is seeking an Employee Benefits Producer (Client Executive) to join the Employee Benefits team. The role focuses on generating new sales, tailoring benefit solutions, and growing a client-focused book of business.

You will work with internal specialists to craft proposals, manage relationships, and promote agency growth while staying current on industry trends and regulations. This position offers opportunities for bonuses and professional development.

Qualifications

• College degree preferred; ability to obtain or retain state licensing and professional designations.
• Hold appropriate state Insurance Agent's License, or the ability to obtain within 90 days of hire.

Responsibilities

• Actively generate new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals.
• Partner with internal team members on appropriate coverages for initial and ongoing prospect meetings and proposals.
• In collaboration with client experience team, manage existing book of business.
• Maintain relationships with clients and their business needs, addressing changes as needed and delivering documents as appropriate.
• Attend all sales-related activities and promote a positive attitude in support of agency growth.
• Communicate company position and development of solutions on latest industry trends to clients.
• Be responsible for team accountability and foster high-functioning teams.
• Promote the agency and the insurance industry in the community.
• Additional duties as requested.

Skills

Sales experience

Client relations

Industry knowledge

Education

College degree preferred

State license within 90 days

Job description

Job Description

We are looking to add a Employee Benefits Producer (Client Executive) to join our Employee Benefits team.

Essential Responsibilities

• Actively generate new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals.
• Partners with appropriate internal team members and/or experts on appropriate coverages for initial and ongoing prospect sales meetings and proposals.
• In collaboration with client experience team, manage existing book of business.
• Maintain relationship with clients and their business needs, addressing changes as needed and delivering documents as appropriate.
• Attend all sales-related activities, promoting a positive attitude in support of all agency changes and/or growth.
• Effectively communicate company’s position and development of solutions on latest industry trends to clients.
• Be responsible for overall team accountability as respects to commitments made to customers. Encourage and coach to build healthy, high functioning teams through influencing others.
• Promote the agency and the insurance industry in the community.
• Additional duties that may be requested.

Qualifications

• Education: College degree preferred, but not required. Ability to obtain or retain State specific licensing and industry specific professional designations. Hold appropriate state specific Insurance Agent's License, or the ability to obtain within 90 days of hire.
• Experience: Sales experience, preferably in Employee Benefits.

Benefits

• Paid Parental Leave and supportive New Parent Benefits.
• Company paid continuing Education & Tuition Reimbursement.
• 401k Profit Sharing.
• Generous time off practices in addition to paid holidays.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you.
• DE&I programs.

Compensation is based on several factors, including, but not limited to, education, work experience, industry certifications, and is commensurate based on the book of business. In addition to your salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses, total wellbeing benefits and support for professional development.