Insurance Sales Trainee — Client Solutions Associate

Hylant; Raleigh (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Hylant invites candidates to join its ACE Training & Development Program, a path designed to build insurance knowledge and core sales skills for a Commercial Property & Casualty Client Executive role.

As an Associate Client Executive, you will learn to present professionally, develop client-ready materials, and support senior staff through the full deal flow, while expanding your knowledge of products and services in the marketplace.

Qualifications

• Bachelor’s degree or equivalent combination of education and work experience.
• Active Property & Casualty or Life & Health License, or the ability to obtain within 50 days of employment.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
• Basic analytical skills
• Excellent attention to detail
• Exception oral and written communication skills
• Ability to work well in a team environment.

Responsibilities

• Develop an understanding and complete adoption of Hylant sales tools and processes.
• Develop and enhance understanding of Hylant’s servicing tools and processes.
• Develop and enhance knowledge of the insurance marketplace, products, and services.
• Develop the ability to present professionally in all elements of client facing (internal and external) including technical writing and verbal presentations.
• Support senior staff in the solicitation and servicing of clients and prospects throughout the full insurance brokerage deal flow process.
• Assist with client preparation work such as creating presentations, proposals, etc.
• Assist in coverage analysis and policy reviews; developing competence to provide options based on determination of client needs.
• Develop the ability to build and maintain effective working relationships with external client contacts and internal Hylant stakeholders.
• Participate in social and professional networking, charitable events, or other organizations and events that advance the Hylant brand.
• Perform other duties and special projects as requested.

Skills

Microsoft Office

Analytical skills

Attention to detail

Communication skills

Team player

Education

Bachelor’s degree

Property & Casualty or Life & Health License

Job description

Hylant invites candidates to join its ACE Training & Development Program, a path designed to build insurance knowledge and core sales skills for a Commercial Property & Casualty Client Executive role.

As an Associate Client Executive, you will learn to present professionally, develop client-ready materials, and support senior staff through the full deal flow, while expanding your knowledge of products and services in the marketplace.