Hybrid Client Executive: Health Benefits & Growth

Dickerson Group; New Richmond (WI); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Generous paid time off

Job summary

A leading insurance brokerage in Wisconsin is seeking an Individual Client Executive to enhance client acquisition and retention. This key role involves building strong relationships and delivering exceptional service. Candidates should have a bachelor's degree, 2+ years of relevant experience, and strong CRM skills. The role is hybrid, requiring some office presence. A competitive salary with commissions and comprehensive benefits package is offered, fostering growth and success in the client-centered environment.

Qualifications

• 2+ years of experience in client relationship management, sales, or account management.
• WI Life and Health license and Medicare certification, or willingness to obtain.
• Proven ability to manage multiple priorities, work independently, and achieve goals.

Responsibilities

• Drive client acquisition and retention through proactive outreach and networking.
• Conduct comprehensive needs assessments to understand client objectives.
• Resolve client issues promptly while collaborating with internal teams.

Skills

Client relationship management

Communication skills

Problem-solving skills

Negotiation skills

Education

Bachelor’s degree in Business, Marketing, Communications, or related field

Tools

CRM software

Microsoft Office

Job description

A leading insurance brokerage in Wisconsin is seeking an Individual Client Executive to enhance client acquisition and retention. This key role involves building strong relationships and delivering exceptional service. Candidates should have a bachelor's degree, 2+ years of relevant experience, and strong CRM skills. The role is hybrid, requiring some office presence. A competitive salary with commissions and comprehensive benefits package is offered, fostering growth and success in the client-centered environment.