Client Executive – Private Client Services

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Generate and cultivate new business opportunities from Producers while identifying cross-selling potential.

• Oversee renewal business and seek out additional coverage lines.

• Assess client coverage portfolios to uncover cross-selling opportunities and identify coverage gaps.

• Provide account servicing and claims assistance.

• Analyze exposure bases and create effective marketing strategies.

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

• Finalize coverage agreements and establish suitable coverage levels.

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

• Review accounting histories, address inquiries, rectify discrepancies, and communicate with clients regarding receivable collections.

• Act as a technical authority and assist in resolving intricate issues.

• Collect fees and reconcile outstanding balances within 90 days of invoicing.

• Ensure complete and precise agency management system data.

• Perform additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree or an equivalent combination of education and experience.

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

• Valid insurance license is mandatory.

• Must consistently 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 capabilities.

• Excellent interpersonal skills.

• Ability to establish trust and de-escalate concerns.

• Capable of working collaboratively within a team and promoting teamwork.

• Commitment to maintaining confidentiality.

🏝️ Benefits

• Comprehensive health and wellness plans.

• Competitive salary and performance-based incentives.

• Opportunities for professional development and advancement.

• Flexible working arrangements.