This is a fully remote position, open to applicants in Connecticut, +1 more state.

📋 Description

• Collect current coverage details from potential clients

• Assess and analyze data to create thorough risk evaluations, including necessary product and service specifications

• Examine and interpret carrier contract language to provide optimal client coverage recommendations

• Collaborate with Business Development Executives and Client Advisors to enhance and expand referral sources

• Negotiate primarily with various high-net-worth insurance carriers to offer comprehensive coverage options as detailed in proposals

• Generate referrals from influential centers

• Achieve new business development targets and projections

• Apply techniques learned through Sales Training to improve skills and performance

• Utilize Salesforce for completing funnel and internal information tracking reports

• Use the EPIC Agency Management System to input and manage account information

• Ensure compliance with regulatory requirements and adherence to internal policies and procedures

⛳️ Requirements

• 4 years of directly relevant business development/client service experience

• Proven Sales and Risk Consultant experience with high-net-worth clients is essential

• P&C licensed

• Experience in HNW personal lines insurance is necessary

• A Bachelor’s degree is strongly preferred but not mandatory to apply

• Experience, skills, training, location, certifications, and education may influence base pay

• Must adhere to laws, regulations, regulatory requirements, and internal policies and procedures

🏝️ Benefits

• Generous time off, including personal days and volunteer leave

• Tuition reimbursement and opportunities for professional development

• Hybrid and flexible work arrangements

• Charitable contribution matching programs

• Stock purchase opportunities

• An inclusive culture

• Competitive compensation packages

• Health and welfare benefits

• 401K savings plans and other retirement programs

• Employee assistance programs

• Wellbeing initiatives