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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and managing client relationships within the Real Estate Insurance market, with a strong focus on sales growth, client retention, and strategic account management. Proficient in utilizing sales methodologies and tools to identify and capitalize on new business opportunities.
Highest-signal resume keywords
Real Estate Insurance Sales ExperienceActive Property & Casualty LicenseClient Relationship ManagementSales Development PlanningMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Lead GenerationAccount ManagementCross-SellingUpsellingSales PresentationsClient Retention StrategiesRisk Management PrinciplesNegotiation SkillsProspectingNetworking
Soft Skills
Exceptional Communication SkillsTeam CollaborationCustomer Needs AnticipationRelationship BuildingAdaptability
Certifications & Qualifications
Property & Casualty License
Industry Keywords
Insurance BrokerageClient Book DevelopmentSales MethodologyIndustry ResourcesBenchmarking Information
About the role
Key responsibilities & impact- Develop and grow a client book of business within the Real Estate Insurance market
- Manage and retain current clients while proactively identifying new business opportunities
- Establish sales development plans to originate business with new clients
- Build and incrementally grow a book of business
- Generate sales leads through prospecting, cold calls, networking, account rounding, cross-selling, and miscellaneous sales leads
- Develop, maintain, and expand relationships with new and existing customers
- Understand customer requirements, anticipate needs, and provide Hylant solutions
- Schedule and conduct sales presentations for potential new-business customers
- Manage client renewals and identify cross-selling and upselling opportunities
- Manage client strategy, growth, and retention, and/or co-lead a book of business with a Managing Partner
- Strengthen existing client relationships and drive continuous business growth and retention improvements
- Represent Hylant at trade and industry events
- Manage commission and fee negotiations according to standard pricing guidelines
- Perform other duties and special projects as requested
Requirements
What you’ll need- Bachelor's degree or equivalent combination of education and work experience
- Minimum of 3 years of proven insurance brokerage sales experience in the Real Estate insurance space
- Solid foundation of Hylant sales and client service methodology
- Active Property & Casualty License, maintained throughout employment
- Detailed working knowledge of industry resources, benchmarking information, agency management, and risk management principles
- Intermediate Microsoft Office skills, including Excel, Word, PowerPoint, and Outlook
- Exceptional 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- Travel by car or airplane for meetings, conferences, or other business-related functions
- Family-owned, people-first culture
- Career support and purpose-driven work
- Team-oriented work environment