Small Business Client Executive

Sales Toledo, Ohio


Are You A Match?

This position will require the Client Executive to generate new clients and sales by active and regular prospecting, networking, account rounding, cross selling with other departments, and pursuing sales leads (internally & externally). This position requires the Client Executive to develop, enhance, and solidify the relationships with clients by providing exceptional Client service, maintaining, and expanding the accounts, and by facilitating relationships between our firm, the carrier, and the client in accordance with Hylant standards.

 In This Role You Will Execute On:

  • Proficiency in Hylant Procedures
  • Adherence to policies outlined in Hylant Employee Handbook
  • Working knowledge of Epic as appropriate
  • Carriers & other service providers (underwriting contacts, forms, niche, )
  • Advanced knowledge of coverages and rating
  • Mandatory attendance at staff meetings and training sessions
  • Effective organizational skills with the ability to multi-task
  • Ability to prioritize workload
  • Ability and willingness to act as an advocate for Hylant relative to the community
  • Enhanced working and technical knowledge of the insurance industry including but not limited to
    • Process tasks, according to Hylant Group Procedure, including but not limited to:
    • Able to generate a robust book of small business.
    • Develop strong centers of influence with Hylant employees, but especially CE’s
  • Understand and adopt of Hylant sales tools and practices
  • Retention goal of 93%
  • Represent Hylant in the local community and look to join relevant committees/boards
  • Detailed oriented and able to follow established EPIC procedures
  • Strong follow up skills and ability to keep all interested parties notified
  • Strong desire to want to help people no matter the situation
  • Self-directed team player
  • Disciplined, organized and efficient, effective at time management with an ability to handle multiple projects at the same time effectively
  • Develop and foster relationships with carrier partners.
  • Ability to use online carrier rating websites to quote and issue small business insurance
  • Effective written, oral and tech communication skills

In This Role You Will Need:
  • High School Diploma or GED equivalent; Bachelor’s degree preferred
  • Insurance experience preferred; proven track record of success 
  • State Property & Casualty License
  • Excellent communication skills, including listening, speaking and writing
  • Flexibility and creativity for developing innovative and customized business solutions
  • Exceptional relationship development and interpersonal skills
  • Ability to work well with others in solution of mutual problems; respects the opinions, abilities, and contributions of others; cooperative and open minded in working with others.
  • Computer literacy for Word, Excel, Outlook, Internet and faxing with the ability to create and edit spreadsheets, presentations and correspondence, perform data entry and access data
Why Hylant?
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 14 offices in six states. And since the founding of our family-owned business over 80 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you. 

Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify