Client Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Serves as an agent for broker-assigned accounts within Private Client Services, engaging in both servicing and solicitation activities.

• Oversees the book of business and supervises the activities of a service team.

• Receives and cultivates new business leads from Producers, while also identifying and developing cross-sell opportunities.

• Manages renewal business and pursues additional lines of coverage.

• Assesses the assigned client coverage portfolio to implement cross-selling strategies and solicit further lines of coverage.

• Provides account servicing and claims support as necessary.

• Analyzes exposure bases to uncover program deficiencies and formulate effective marketing strategies.

• Completes applications, secures quotes, negotiates premiums and commissions, and prepares proposals and presentations.

• Binds coverage, identifies gaps, and determines the suitable level of coverage.

• Meets with clients as necessary or as directed by the Producer.

• Reviews accounting histories, addresses accounting inquiries, rectifies discrepancies, and contacts clients for receivable collections.

• Acts as a technical expert, aiding department members in resolving complex issues.

• Manages fee collections, reconciling and resolving any outstanding balances within 90 days of invoicing.

• Adheres to agency management system data standards and ensures data integrity by entering and maintaining complete and accurate information.

• Performs other duties as assigned.

⛳️ Requirements

• Bachelor’s degree or a comparable combination of education and experience.

• A minimum of eight (8) years of experience in the Private Client/High Net Worth insurance sector is required.

• Experience in Private Client services is mandatory.

• A valid insurance license is required.

• Must continue to fulfill Continuing Education requirements for license renewal.

• Proficient in the Microsoft Office Suite.

• Knowledgeable about a broad range of customizable coverages for private clients.

• Exceptional verbal and written communication skills.

• Strong problem-solving and time management abilities.

• Effective planning, organizational, and prioritization skills.

• Excellent interpersonal skills.

• Capable of building trust and de-escalating concerns.

• Ability to collaborate within a team and promote teamwork.

• Capacity to maintain confidentiality.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Generous paid time off and holiday schedule.

• Opportunities for professional development and continuing education.