Client Executive – Private Client

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

📋 Description

• Serves as a representative for a broker's assigned accounts within Private Client Services.

• Oversees the business portfolio and leads the efforts of a service team.

• Generates and cultivates new business opportunities from Producers.

• Responsible for managing renewal business and pursuing additional lines of coverage.

• Assess the assigned client's coverage portfolio to identify cross-selling prospects.

• Provide account servicing and assist with claims support as required.

• Examine exposure bases to pinpoint program inadequacies.

• Complete applications, secure quotes, and negotiate premiums and commissions.

• Bind coverage, identify gaps, and establish the appropriate level of coverage.

• Meet with clients as necessary or as instructed by the Producer.

• Review accounting records, address inquiries, and rectify discrepancies.

• Manage fee collection, reconciliation, and resolution of outstanding balances.

• Adhere to the agency management system's data standards and integrity.

• Perform other assigned duties as needed.

⛳️ Requirements

• Bachelor's degree or an equivalent mix of education and experience.

• At least 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 maintain compliance with Continuing Education requirements for license renewal.

• Proficient in the Microsoft Office Suite.

• Familiarity with a diverse range of customizable coverages for private clients.

🏝️ Benefits

• Comprehensive health insurance options.

• Generous retirement savings plan.

• Professional development opportunities and training.

• Flexible working arrangements.

• Employee assistance programs.