Client Executive, EB

Holmes Murphy Partnership; Denver (CO); Sur place; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Health, dental, and vision insurance

Paid parental leave

401(k) profit sharing

Paid volunteer time off

Résumé du poste

Holmes Murphy Partnership is seeking an Employee Benefits Producer (Client Executive) to enhance their Employee Benefits team in Denver, Colorado. This role involves generating new sales leads, managing client relationships, and ensuring compliance with state insurance licensing.

The ideal candidate will have sales experience, preferably in employee benefits, and will work collaboratively with internal teams to meet client needs. The position also offers a range of employee benefits, including health insurance and paid parental leave.

Qualifications

• Sales experience, preferably in employee benefits.
• Ability to obtain or retain State specific insurance agent license.
• Hold or ability to obtain appropriate state license within 90 days of hire.

Responsabilités

• Actively generate new sales leads through community activities.
• Manage existing book of business with client experience team.
• Maintain relationships with clients, addressing changes as needed.

Connaissances

Sales experience in employee benefits

Client relationship management

Ability to obtain state insurance license

Formation

College degree (preferred)

Description du poste

Employee Benefits Producer (Client Executive)

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

Responsibilities

• Actively generate new sales leads through community activities, association meetings, and qualified sales calls, achieving or exceeding sales goals.
• Partner with appropriate internal team members and/or experts on coverages for initial and ongoing prospect sales 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, promoting a positive attitude in support of agency changes and/or growth.
• Effectively communicate the company's position and development of solutions on latest industry trends to clients.
• Be responsible for overall team accountability regarding commitments to customers.
• Encourage and coach to build healthy, high-functioning teams through influencing others.
• Promote the agency and the insurance industry in the community.
• Perform additional duties as requested.

Qualifications

• College degree preferred but not required.
• Ability to obtain or retain State specific insurance agent license and industry specific professional designations.
• Hold or ability to obtain appropriate state license within 90 days of hire.
• Sales experience, preferably in employee benefits.

Benefits

• Health, dental, and vision insurance.
• Paid parental leave and new parent benefits.
• Company-paid continuing education & tuition reimbursement.
• 401(k) profit sharing – lump sum contribution to every full-time employee’s 401(k).
• Generous time off practices in addition to paid holidays.
• Paid volunteer time off and employee matching gifts to charities.
• DE&I programs including a paid Diversity Day and a Chief Diversity Officer.