Client Executive, PC (Private Risk)

Client Executive

We are looking to add a Client Executive on our Private Risk team in Minneapolis, MN or Waukee, IA. 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!

At Holmes Murphy, our employees play to their strengths and contribute to who we are and want to be. We don't believe in a "one size fits all" approach, so we handcraft custom solutions based on our client's private risks and exposures.

Here is just a bit of what you would do as a Client Executive on our Private Risk Team :

• Partners with appropriate internal team members and / or experts on exposure, risk, and appropriate coverages for initial and ongoing prospect sales meetings and proposals.
• Work in collaboration with client experience team, as well as other producers to identify client risk management solutions to protect families, assets, and lifestyle's. From executive leadership to multi-generational planning
• Maintain relationship with clients and their individual and family needs, identifying appropriate coverages, addressing changes as needed and delivering their annual review documents.
• Prepare quotes through online platforms, develop proposal documents, and present to prospective clients.
• 80% referral based cliental 20% actively generated new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals.
• Attends all sales related activities, promoting game-changing, positive attitude in support of all agency changes and / or growth.
• Promotes the agency and the insurance industry in the community.

You'll need to be equipped with the following skills for the Client Executive role :

Qualifications :

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

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.

Holmes Murphy & Associates is an Equal Opportunity Employer.