Client Executive – Private Client Services

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 a portfolio of business and leads a dedicated service team.

• Acquires and nurtures new business leads from Producers while identifying opportunities for cross-selling.

• Manages renewal business and seeks additional lines of coverage.

• Assesses client coverage portfolios to facilitate cross-selling opportunities.

• Provides account servicing and claims support as required.

• Analyzes exposure bases to detect program deficiencies and formulates marketing strategies.

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

• Binds coverage, identifies gaps, and establishes suitable coverage levels.

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

• Reviews accounting history, addresses inquiries, rectifies discrepancies, and communicates with clients regarding outstanding collections.

• Acts as a technical resource and supports department members with intricate issues.

• Manages fee collection and reconciles outstanding balances within 90 days of invoicing.

• Maintains thorough and accurate data within the agency management system.

• Performs additional responsibilities as assigned.

⛳️ Requirements

• Bachelor's degree or a suitable equivalent of education and experience.

• A minimum of eight (8) years of relevant work experience.

• Preferred experience in Private Client services.

• Valid insurance license required.

• Must consistently fulfill Continuing Education requirements for license renewal.

• Proficient in the Microsoft Office Suite.

• Comprehensive knowledge of a wide 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.

• Capability to build trust and de-escalate concerns.

• Ability to collaborate within a team and promote teamwork.

• Commitment to maintaining confidentiality.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Opportunities for professional development and continuing education.

• Flexible working arrangements.