Client Executive – Private Client

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

📋 Description

• Serves as a representative of a broker for assigned accounts within Private Client Services, encompassing both servicing and solicitation responsibilities.

• Oversees the book of business and coordinates the efforts of a service team.

• Gathers and nurtures new business leads from Producers, while also identifying and cultivating cross-selling opportunities.

• Accountable for renewal business and pursuing additional lines of coverage.

• Assess the assigned client coverage portfolio to implement cross-selling opportunities and solicit additional lines of coverage.

• Provide account servicing and claims support as necessary.

• Analyze exposure bases to pinpoint program deficiencies and devise appropriate marketing strategies.

• Complete applications, acquire quotes, negotiate premiums and commissions, and prepare proposals and presentations.

• Bind coverage, identify gaps, and ascertain the suitable level of coverage.

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

• Review accounting histories, address accounting inquiries, rectify discrepancies, and reach out to clients for receivable collections.

• Act as a technical expert and aid department members in resolving intricate issues.

• Manage the collection of fees and reconcile outstanding balances within 90 days of invoicing.

• Adhere to agency management system data standards and ensure data integrity by entering and maintaining comprehensive and accurate information.

⛳️ Requirements

• Bachelor’s degree or a comparable 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 continue to fulfill Continuing Education requirements for license renewal.

• Proficient in the Microsoft Office Suite.

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

• Exceptional verbal and written communication abilities.

• Strong problem-solving and time management skills.

• Effective planning, organizational, and prioritization skills.

• Excellent interpersonal skills.

• Capable of building trust and de-escalating concerns.

• Ability to work collaboratively within a team and promote teamwork.

• Commitment to maintaining confidentiality.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching.

• Opportunities for professional development and continued education.

• Flexible work schedule and remote work options.