Client Executive - Employee Benefits

Hylant; Chicago (IL); On-site; USD 95,000 - 135,000; Full time

Job summary

Hylant in Chicago seeks a Client Executive to grow and manage a book of business in the Benefits market. You will originate new clients, expand relationships, and drive retention while leveraging HubSpot CRM to track opportunities.

The role requires 4–5 years of agency sales experience, an active Life & Health license, and strong communication. Travel may be required to meet clients and attend industry events, with base responsibilities focused on growth and client strategy.

Qualifications

• Minimum 4–5 years of proven insurance brokerage sales experience.
• Solid foundation in Hylant sales and client service methodology.
• Active Life & Health license must be held.
• Strong communication and teamwork abilities.

Responsibilities

• Develop and grow a client book of business in the Chicago Benefits market.
• Establish sales development plans to originate new clients.
• Build and maintain relationships with current and prospective clients, leading to growth and retention.
• Utilize HubSpot CRM to manage client interactions and opportunities.
• Lead sales presentations and negotiate commissions and fees per guidelines.
• Travel as needed for meetings, conferences, or client engagements.

Skills

Insurance sales

Client relationship management

CRM (HubSpot)

Communication skills

Education

Bachelor’s degree

Tools

HubSpot CRM

Job description

The Opportunity:

The Client Executive will develop and grow a client book of business. This includes management and retention of current clients and proactively identifying new business opportunities within the Chicago Benefits market.

In This Role You Will Execute On:

• 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.
• 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.

In This Role You Will Need:

• Bachelor’s degree or equivalent combination of education and work experience.
• A minimum of 4-5 years of proven insurance brokerage sales experience.
• Possess a solid foundation of Hylant sales and client service methodology.
• Hold and maintain 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).
• 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

Why Hylant?

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.

Anything But Typical. Everything for You.

isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. 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.