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Private Client Group, Personal Lines Account Executive
2 months ago
The Private Client Group, Personal Lines Account Executive at Fred C. Church works closely with other members of the Private Client Group to deliver an outstanding customer service experience to our affluent customer base. In addition to working with our clients and their advisors on day-to-day service needs, the PCG Account Executive will be responsible for coordinating the renewal process, organizing client review meetings and negotiating renewals with our carrier partners.
This primary location for this role is at our headquarters in Andover, MA. After a successful onboarding period, this role is eligible for a three-two hybrid office-home schedule.
What You'll Do- Perform customer service tasks including; process policy changes, answer billing inquires and general coverage questions
- Coordinate the renewal process with other PCG team members including submission compilation, delivering schedules of insurance, scheduling renewal meetings and marketing negotiation with carriers.
- Work with and support PCG Producers during the new business process
- Work with management to continually improve our customer service offering through unique value-added services
- Provide proactive risk management advice to current clients
- Identify and close potential cross-sell opportunities
This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group
Additionally, to help you make the best decision for your personal growth, it’s 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
- Technical knowledge of personal lines insurance products
- Aptitude to understand and analyze personal lines of coverages, forms and policies
- Intermediate user of MS Office products, particularly Outlook, Word, Excel
- Exposure to and/or understanding of the unique needs of private/HNW clientele
- 3+ years of experience handling middle market or HNW insureds
- Experience with HNW insurance carriers preferred
- Hands-on knowledge with Applied Epic, preferred
- Licensed P&C Producer preferred
- Excellent communication skills - both oral and written
- Ability to use technology to manage workflows and client communications
- Outstanding customer service skills
- Sincere interest in solving problems and developing lasting solutions
- Flexible when priorities and deadlines shift, and can juggle multiple assignments
- Adapts to change and manages stressful situations professionally
- Likes to work in and contribute to culture of teamwork and cooperation
- Demonstrates initiative and ability to work independently
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.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re 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.
