Real Estate Insurance: Client Growth Leader

Hylant; Toledo (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

Hylant in Toledo, OH seeks a Client Executive to develop and grow a book of business in the Real Estate Insurance market. You will retain current clients, proactively identify new opportunities, and lead strategic relationships to expand the book.

The role requires 3+ years of brokerage sales, an active P&C license, and strong communication. Travel by car or plane for meetings is expected as part of building the network and delivering solutions.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• A minimum of 3 years of proven insurance brokerage sales experience, in the Real Estate insurance space.
• Solid foundation of Hylant sales and client service methodology.
• Hold and maintain active Property & Casualty License.
• Detailed working knowledge of industry resources, benchmarking information, agency management, and risk management principles.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
• Excellent oral and written communication skills.
• Ability to work well in a team environment.

Responsibilities

• 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.
• 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.

Skills

Sales Experience

Real Estate Insurance Knowledge

Client Relationship Management

Communication Skills

Team Collaboration

Travel Ready

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Hylant in Toledo, OH seeks a Client Executive to develop and grow a book of business in the Real Estate Insurance market. You will retain current clients, proactively identify new opportunities, and lead strategic relationships to expand the book.

The role requires 3+ years of brokerage sales, an active P&C license, and strong communication. Travel by car or plane for meetings is expected as part of building the network and delivering solutions.