Client Executive – Private Client Services

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

📋 Description

• Generate and cultivate new business leads from Producers, as well as identify and develop cross-selling prospects.

• Oversee renewal business and seek additional lines of coverage.

• Assess designated client coverage portfolios to implement cross-selling strategies.

• Provide account servicing and claims support as necessary.

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

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

• Bind coverage, identify gaps, and ascertain suitable levels of coverage.

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

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

• Act as a technical expert and assist team members in resolving intricate issues.

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

• Adhere to agency management system data standards while maintaining complete and accurate information.

• Oversee the work of a service team.

• Execute other duties as assigned.

⛳️ Requirements

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

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

• Possession of a valid insurance license.

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

• Proficient in Microsoft Office Suite.

• Familiarity with 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.

• Capacity to build trust and de-escalate concerns.

• Ability to collaborate within a team and promote teamwork.

• Capability to maintain confidentiality.

🏝️ Benefits

• Comprehensive health insurance options.

• Retirement savings plans with company matching.

• Opportunities for professional development and continued education.

• Generous paid time off and holiday schedule.

• Flexible work arrangements.