Client Executive – Private Client Services

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

📋 Description

• Serve as an agent for broker-assigned accounts within Private Client Services, encompassing both servicing and solicitation tasks.

• Oversee a portfolio of clients and lead the efforts of a service team.

• Generate and cultivate new business leads from Producers while identifying and fostering cross-sell opportunities.

• Administer renewal business and pursue additional lines of coverage.

• Assess the coverage portfolios of assigned clients to create cross-selling possibilities.

• Provide account servicing and claims support as necessary.

• Examine exposure bases to pinpoint program weaknesses and devise marketing strategies.

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

• Bind coverage, identify gaps, and establish suitable coverage levels.

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

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

• Act as a technical authority and assist colleagues with intricate issues.

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

• Ensure all information is complete and accurate, adhering to agency management system data standards.

• Execute additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree or a suitable combination of education and experience.

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

• A valid insurance license is necessary.

• 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 skills.

• Excellent interpersonal skills.

• Capacity to build trust and mitigate concerns.

• Ability to collaborate effectively within a team and promote teamwork.

• Commitment to maintaining confidentiality.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health insurance plans.

• Retirement savings plan with company match.

• Opportunities for professional development and continuing education.

• Supportive work environment with a focus on teamwork.