Individual Client Executive

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.
• Strong communication and interpersonal skills with a client-focused mindset.
• Proven ability to manage multiple priorities, work independently, and achieve goals.
• Proficiency in CRM software, Microsoft Office, and strong problem-solving/negotiation skills.

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.
• Resolve client issues promptly with internal teams for a positive experience.
• Track interactions and outcomes using CRM; stay aware of market trends.

Skills

Client relationship management

Communication skills

Problem-solving skills

Negotiation skills

Multitasking / prioritization

Education

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

Tools

CRM software

Microsoft Office

Job description

OVERVIEW

Alera Group is looking for an Individual Client Executive. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

RESPONSIBILITIES

The Individual Client Executive is a key member of our team, responsible for the production and retention of our individual client base.

This role requires a dynamic professional who excels in building relationships, identifying client needs and understanding their goals, and delivering exceptional service to ensure continued satisfaction and loyalty. This position has both a service and sales component, with products including Medicare, individual health plans, life insurance and annuities.

• Drive client acquisition and retention through proactive outreach, networking, referrals, personalized support, and regular client engagement
• Conduct comprehensive needs assessments to understand client objectives and tailor solutions accordingly
• Present, deliver, and support products or services that align with client requirements, ensuring smooth onboarding and ongoing service
• Resolve client issues promptly while collaborating with internal teams to deliver a cohesive and positive client experience
• Track and report client interactions, feedback, and outcomes using CRM tools while maintaining market and industry awareness

QUALIFICATIONS

• Bachelor’s degree in Business, Marketing, Communications, or related field preferred
• 2+ years of experience in client relationship management, sales, or account management
• WI Life and Health license and Medicare certification, or willingness to obtain
• Strong communication and interpersonal skills with a client-focused mindset
• Proven ability to manage multiple priorities, work independently, and achieve goals
• Proficiency in CRM software, Microsoft Office, and strong problem-solving/negotiation skills

ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Compensation includes a base salary, plus commissions on sales.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type

Hybrid