Hylant

Sales

• Identify potential leads through research and outreach in HubSpot
• Maintain and update lead databases or CRM systems
• Participate in creating email campaigns under supervision
• Schedule meetings and follow-ups for Client Executives
• Support promotional materials and social media content
• Organize and attend community events or webinars
• Track marketing campaign effectiveness
• Learn how insurance products meet client needs
• Shadow Client Executives during client consultations and sales meetings
• Track sales metrics and prepare weekly or monthly performance reports
• Analyze customer feedback and sales data
• Assist with competitor analysis and market research
• Maintain communication logs and support client retention efforts
• Complete projects supporting the team as needed

Sales Intern

Client Services Representative

• Assist with processing insurance applications or certificates of insurance
• Organize and maintain client records and documentation
• Help prepare reports, presentations, and summaries for internal use
• Support data entry and database management for policy information
• Help schedule appointments and follow-ups with clients or agents
• Review insurance policies for accuracy and completeness
• Conduct market research and analyze data
• Shadow experienced account managers or service team members
• Attend training sessions on insurance products, compliance, and systems
• Take on projects that support the team where necessary
• Meet clients, carriers, and vendors through shadowing and on-site visits
• Collaborate with mentors and Hylant leaders
• Consult with executive leadership on real business solutions through the Hylant Innovation Challenge

Client Service Intern

Account Executive

• Manage an existing book of business, focusing on client strategy, growth, and retention
• Facilitate the development, maintenance, and execution of client service delivery strategies
• Guide and direct service teams to ensure strategies are designed, communicated, and implemented effectively
• Strengthen relationships with existing clients and drive continuous improvements for retention and growth
• Serve as a strategic consultant to clients and internal stakeholders on insurance and risk management
• Cultivate relationships with clients, prospects, carrier partners, and other stakeholders
• Identify and provide Hylant solutions across business lines
• Support Managing Partners and Client Executives in managing accounts and act on behalf of the Client Executive when needed
• Manage commission and fee arrangement negotiations according to pricing guidelines
• Represent Hylant at trade and industry events
• Collaborate with leadership across office, region, and business-unit levels
• Provide client and market intelligence updates aligned with business goals
• Perform other duties and special projects as assigned

Marketing

• Market and place new and renewal private client insurance accounts with premier and specialty carriers
• Analyze complex property, liability, and excess liability exposures
• Develop comprehensive insurance solutions and customized insurance programs
• Negotiate coverage terms, pricing, and underwriting exceptions with carrier partners
• Identify creative placement strategies for difficult-to-insure risks, including unique homes, secondary residences, coastal properties, wildfire exposures, collections, and specialty assets
• Prepare and manage carrier submissions, applications, statements of values, and underwriting documentation
• Collaborate with producers, account managers, service teams, and carrier partners
• Evaluate coverage differences and carrier appetites to recommend optimal solutions
• Maintain carrier underwriting relationships and stay current on market conditions, carrier capabilities, and emerging risks
• Support proposal development and presentation materials
• Ensure accurate documentation and account activity management within Applied Epic

Sales Intern

Client Service Intern

Account Executive

Private Client Marketing & Placement Specialist – Part-Time