Client Executive, EB

Posted 3 Days Ago
Be an Early Applicant
3 Locations
In-Office
Entry level
Insurance • Professional Services • Financial Services
The Role
Generates new employee benefits sales through networking, association activities, and qualified calls; develops proposals with internal experts; manages an existing client book; maintains client relationships; communicates industry trends and solutions; and promotes team accountability, coaching, and agency growth. Requires sales experience, employee benefits knowledge preferred, and an appropriate state insurance license or ability to obtain one within 90 days.
Summary Generated by Built In

Job Description:

Job Description:

We are looking to add a Employee Benefits Producer (Client Executive) to join our Employee Benefits team. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Essential Responsibilities:

  • Actively generate new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals.

  • Partners with appropriate internal team members and/or experts on appropriate coverages for initial and ongoing prospect sales meetings and proposals.

  • In collaboration with client experience team, manages existing book of business.

  • Maintain relationship with clients and their business needs, addressing changes as needed and delivering documents as appropriate.

  • Attends all sales-related activities, promoting game-changing, positive attitude in support of all agency changes and/or growth. 

  • Effectively communicate company’s position and development of solutions on latest industry trends to clients.

  • Responsible for overall team accountability as respects to commitments made to customers.  Encourages and coaches to build healthy, high functioning teams through influencing others.

  • Promotes the agency and the insurance industry in the community.

  • Additional duties that may be requested.

Qualifications:

  • Education: College degree preferred, but not required. Ability to obtain or retain State specific licensing and industry specific professional designations.  Hold appropriate state specific Insurance Agent's License, or the ability to obtain within 90 days of hire.

  • Experience: Sales experience, preferably in Employee Benefits. 

Here’s a little bit about us:

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture.  We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. 

Benefits:  In addition to core benefits like health, dental and vision, also enjoy benefits such as:

  • Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!

  • Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.

  • 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.

  • Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.

  • Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.

  • DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!

Compensation is based on several factors, including, but not limited to, education, work experience, industry certifications, and is commensurate based on the book of business. In addition to your salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses, total wellbeing benefits and support for professional development.

Skills Required

  • Sales experience
  • Ability to obtain or retain state-specific insurance licensing and industry-specific professional designations
  • Hold an appropriate state-specific Insurance Agent License or obtain one within 90 days of hire
  • College degree
  • Employee benefits sales experience
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The Company
1,400 Employees
Year Founded: 1932

What We Do

Holmes Murphy is an independent, privately held insurance brokerage serving businesses across industries. Its brokerage and consulting services include property-casualty coverage, employee benefits, and risk management. The firm works with agencies and insurance carriers to develop solutions tailored to client needs, and describes its approach as putting relationships and client priorities first. It supports businesses of varied sizes with its insurance and advisory expertise.

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