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Client Executive - Employee Benefits

Hylant
Posted 2 days ago, valid for 12 days
Location

Chicago, IL, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The Client Executive position focuses on developing and growing a client book of business in the Chicago Benefits market.
  • Candidates should have a minimum of 4-5 years of proven insurance brokerage sales experience and hold an active Life & Health License.
  • The role involves managing client relationships, generating sales leads, and conducting sales presentations, with a strong emphasis on client retention and growth.
  • The position requires intermediate Microsoft Office skills and excellent communication abilities, with travel required for business-related functions.
  • Salary details are not specified in the job description, but candidates must be legally authorized to work in the United States.

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.




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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.