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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client strategy, growth, and retention within the insurance industry, leveraging advanced knowledge of insurance lines and strong communication skills to foster relationships and drive service delivery improvements.
Highest-signal resume keywords
Bachelor’s Degree In Business, Insurance, Or Risk ManagementSeven Years Of Sales And/or Service Experience In The Insurance IndustryActive Property & Casualty LicenseCIC, CPCU, ARM Or CRM DesignationAdvanced Microsoft Office Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Strategy DevelopmentInsurance Lines Of Coverage KnowledgeService Delivery ExecutionCommission And Fee NegotiationMarket Intelligence Analysis
Soft Skills
Attention To DetailOral And Written CommunicationTeam CollaborationRelationship Building
Tools & Technologies
Hylant’s Agency Management SystemMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Outlook
Certifications & Qualifications
CICCPCUARMCRM
Industry Keywords
Insurance IndustryRisk ManagementClient RetentionBusiness GrowthTrade And Industry Events
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor’s degree in business, insurance, risk management, or similar field of study; equivalent combination of education and work experience may be considered
- Seven (7) or more years of sales and/or service experience in the insurance industry
- Active Property & Casualty
- Advanced knowledge of insurance lines of coverage in the selected focus area (P&C)
- Advanced Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
- Working knowledge of Hylant’s Agency Management System(s) (AMS)
- CIC, CPCU, ARM or CRM designation required
- Valid Resident State Driver’s License required
- Excellent attention to detail, 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
Benefits
Comp & perks- Family-owned company culture
- People-first mindset
- Career support with purpose
- Team-oriented work environment