Client Executive, Private Client Group

1 week ago

New Haven, United States AssuredPartners Full time

Overview:

Fred C. Church's Connecticut office is a cornerstone of the Agency's future growth. Our Private Client Group is a well-established team in the HNW space. As a Client Executive on this team, you will be asked to increase new opportunities, throughout the Northeast, Tri-State area and down into the Mid-Atlantic, as well as take responsibility of long-standing client accounts. It is hoped the Client Executive can spend time in our brand-new office in New Haven. For the right candidate, considerations can be made for remote work along the through the Tri-State (CT, NJ and NY) and mid-Atlantic areas (PA, MD, VA and DC).

What You'll Do:
  • Drive new sales. Generating referrals is vital to connecting with high net worth clientele
  • Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth)
  • Discuss marketing and pricing options, review coverage gaps and analyze claims history
  • Work with management to continually improve our customer service offering through unique value added services
  • Serve as an advisor & consultant to ensure the clients changing risk management needs are addressed.
  • Provide proactive risk management advice to current clients
  • Participate with support staff in stewardship meetings where appropriate
  • Identify and close potential cross-sell opportunities
  • When needed be involved with more complicated claims situations
  • Work with support team to resolve client issues
What's in it For You?:

To help you make the best decision for your personal growth, its important to us to share a glimpse of what we offer our top asset, our people:??

  • Competitive base salary??
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options???
  • Company match 401(k) plan 50% up to 6%??
  • Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers???
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists??
  • Pet benefits & discounts???
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners?


What You'll Need:
  • At least three (3) years of prior sales experience in personal lines insurance or financial services
  • BS/BA degree in Business, Finance, Marketing or another relevant discipline required
  • Provided you have local market knowledge & existing relationships, the agency can train you on high net worth personal lines if you come from a middle market background or related financial services career.
  • Able to convey the value of personal insurance through Fred C. Church
  • Success in meeting or exceeding regular sales targets
  • Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required
  • Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment
  • Motivated to continue building a sales career
  • Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations.
  • Proven track record of developing referral relationships that produce results.
  • Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable
  • Excellent organizational skills
  • Consistent attention to detail and accuracy in all aspects of work
  • Excellent documentation
  • Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments
  • Strong computer skills including, but not limited to, Excel, Word, and Outlook
Grow, with us:

AssuredPartners is passionate about fueling our clients innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

Were proud to be the fastest-growing independent insurance broker in America, but were even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger

~~~

About Fred C. Church

Fred C. Church Insurance, an AssuredPartners agency, is one of the largest firms in the Northeast and one of the top 100 full-service brokerages in the United States. We offer property & casualty and employee benefits solutions, risk management consulting services, and private client asset protection. With over 155 years of industry experience, multiple locations throughout New England and Colorado, and 165 full-time insurance professionals, risk consultants, and claims advocates, we deliver a superior customer experience. Through our hands-on approach, strategically developed to identify, assess, and address risk, we provide personal and business clients of any size and specialty with the advice and guidance they need to make informed decisions about their insurance. Duble & O'Hearn is a division of Fred C. Church.

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