Client Executive, Private Client Group

6 days ago


Andover, Massachusetts, United States AssuredPartners Full time
Overview

As a Private Client Group Client Executive, you will play a key role in driving new revenue opportunities and contributing to the growth of our Fred C. Church team in Andover, MA. This position will work closely with management to define and implement the overall sales and marketing strategy of the department, focusing on high net worth clientele.

Key Responsibilities
  • Drive new sales by generating referrals and building strong relationships with referral sources, including family offices, attorneys, wealth advisors, and realtors.
  • Discuss marketing and pricing options, review coverage gaps, and analyze claims history to provide proactive risk management advice to current clients.
  • Work with management to continually improve our customer service offering through unique value-added services.
  • Serve as an advisor and consultant to ensure clients' changing risk management needs are addressed.
  • Provide proactive risk management advice to current clients and participate in stewardship meetings as needed.
  • Identify and close potential cross-sell opportunities and work with support staff to resolve client issues.
What We Offer

We are committed to providing a comprehensive benefits package that includes a competitive base salary, generous paid time off, health benefits, and a 401(k) plan with company match. We also offer opportunities for professional growth and development, as well as a supportive and inclusive work environment.

Requirements
  • At least three years of prior sales experience in personal lines insurance or financial services.
  • BS/BA degree in Business, Finance, Marketing, or another relevant discipline.
  • Ability to convey the value of personal insurance through Fred C. Church and success in meeting or exceeding regular sales targets.
  • Excellent communication, interpersonal, networking, relationship building, problem-solving, and decision-making skills.
  • Current Personal Lines license, preferred; if not currently licensed, it is required within three months of employment.


  • Andover, Massachusetts, United States AssuredPartners Full time

    About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Private Client Group at AssuredPartners. As a key member of our team, you will be responsible for driving new sales and revenue growth, while building strong relationships with high net worth clients and referral sources.Key ResponsibilitiesDevelop and execute sales...


  • Andover, Massachusetts, United States AssuredPartners Full time

    About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Private Client Group at AssuredPartners. As a key member of our team, you will be responsible for driving new sales and revenue growth, while building strong relationships with high net worth clients and referral sources.Key ResponsibilitiesDevelop and execute sales...


  • Andover, Massachusetts, United States AssuredPartners Full time

    OverviewAs a Private Client Group Client Executive, you will play a key role in driving new revenue opportunities and contributing to the growth of our Fred C. Church team in Andover, MA. This position will work closely with management to define and implement the overall sales and marketing strategy of the department, focusing on high net worth clientele.Key...


  • Andover, Massachusetts, United States AssuredPartners Full time

    About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Private Client Group at AssuredPartners. As a key member of our team, you will play a critical role in driving new revenue opportunities and working closely with management to define and implement the overall sales and marketing strategy of this department.Key...


  • Andover, Massachusetts, United States AssuredPartners Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Private Client Group as an Account Executive. As a key member of our team, you will be responsible for delivering exceptional customer service to our affluent client base.Key ResponsibilitiesCustomer Service: Provide timely and effective support to clients, including policy...


  • Andover, Massachusetts, United States AssuredPartners Full time

    Job Title: Private Client Group, Personal Lines Account ExecutiveAbout the Role:The Private Client Group, Personal Lines Account Executive at AssuredPartners works closely with other members of the Private Client Group to deliver an exceptional customer service experience to our affluent client base.This role is responsible for coordinating the renewal...


  • Andover, Massachusetts, United States AssuredPartners Full time

    Job Title: Private Client Group, Personal Lines Account ExecutiveAbout the Role:The Private Client Group, Personal Lines Account Executive at AssuredPartners works closely with other members of the Private Client Group to deliver an exceptional customer service experience to our affluent client base.This role is responsible for coordinating the renewal...


  • Andover, Massachusetts, United States The Colony Group Full time

    About The Colony GroupThe Colony Group is a leading financial advisory company that seeks to make a meaningful impact in the lives of its clients and team members. With a rich history dating back to 1986, our company is driven by a vision to be the premier financial services provider for individuals and institutions seeking purpose and fulfillment.Job...


  • Andover, Massachusetts, United States The Colony Group Full time

    About The Colony GroupThe Colony Group is a leading financial advisory company that seeks to make a meaningful impact on the lives of its clients and team members. With a rich history dating back to 1986, our company is driven by a vision to be the premier financial advisory firm in the world.Job SummaryWe are seeking a highly motivated and detail-oriented...


  • Andover, Massachusetts, United States Simplyhealth Full time

    Client Support SpecialistAbout the RoleWe are currently seeking dedicated individuals for our customer contact teams, available in both permanent and fixed-term contract positions.At Simplyhealth, we are committed to providing exceptional customer service. Our Customer Service department is integral to our mission of enhancing everyday health for our...


  • Andover, Massachusetts, United States Stannah Stairlifts Full time

    Client Support SpecialistJob Reference:Location: Andover (East Portway Industrial Estate)Employment Type: PermanentDivision: Sales and InstallationsHours per Week: 37We are excited to announce an opportunity for a Client Support Specialist to become a vital member of our welcoming and dedicated Lift Service Division team, situated at our Andover facility.The...

  • Executive Chef

    2 days ago


    Andover, Massachusetts, United States Compass Group USA Full time

    Job SummaryThis is a fantastic opportunity to grow your career with Compass Group USA. We are seeking a highly skilled and experienced Chef Manager to lead our culinary team.Key Responsibilities:Oversee the full culinary management of our food service operation, including inventory, ordering, and receiving.Develop and implement menu plans that meet the needs...


  • Andover, Massachusetts, United States Simplyhealth Full time

    Healthcare Customer Care RepresentativeLocation: Remote Position: Customer Support Salary Details: CompetitiveAbout The RoleWe are currently seeking dedicated individuals for permanent and fixed-term roles within our customer support teams.If you possess the qualities we are looking for, we would be eager to hear from you.At Simplyhealth, we are committed to...

  • Executive Sous Chef

    3 weeks ago


    Andover, Massachusetts, United States Compass Group USA Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Sous Chef to join our team at Compass Group USA. As a key member of our culinary team, you will be responsible for assisting with the overall success of our food program and overseeing culinary functions.Key Responsibilities:Assist in coordinating and participating in the preparation and...


  • Andover, Massachusetts, United States Hirose Electric USA Full time

    POSITION SUMMARYThis role, reporting to the Regional Sales Manager, is fundamentally focused on cultivating new business opportunities and overseeing sales operations within designated regions, specifically targeting New England, Metro NY, and Mid Atlantic. The objective is to enhance sales performance and execute strategic corporate initiatives.KEY...


  • Andover, Massachusetts, United States Lawrence General Hospital Full time

    Job SummaryThe Client Service Representative I plays a vital role in the daily operations of the outpatient rehabilitation clinic. This position is responsible for implementing office workflow and managing communication to ensure seamless patient care.Key ResponsibilitiesCoordinate daily activities of the outpatient rehabilitation clinicImplement office...


  • Andover, Massachusetts, United States Simplyhealth Full time

    Customer Service AdvisorPosition Overview: We are seeking dedicated individuals for our customer support teams, available in both permanent and fixed-term roles.About the Role: Our commitment to exceptional customer service is at the core of our operations, aimed at enhancing everyday health for our clients. As a Customer Service Advisor, you will be...


  • Andover, Massachusetts, United States Lakefield Veterinary Group Full time

    About Lakefield Veterinary GroupLakefield Veterinary Group is a reputable and compassionate veterinary clinic seeking a dedicated and skilled veterinarian to join our team. As a full-time veterinarian, you will be an integral part of our hospital, providing exceptional care to our patients and their owners.Why Choose Lakefield Veterinary Group?We offer a...


  • Andover, Massachusetts, United States Driven Brands Full time

    Descripción del Puesto: Representante de Servicio al Cliente y Ventas – Experiencia y Nivel de Ingreso Disponibles! ¿Eres una persona que ama ayudar a los demás? ¿Te motiva el trabajo en equipo? Si es así, ¡tenemos una oportunidad para ti! Driven Brands, una división de empresas líderes en el sector de la reparación y venta de vidrio para...


  • North Andover, Massachusetts, United States Pentucket Bank Full time

    Job OverviewPosition Summary:At Pentucket Bank, our commitment to our clients, staff, and community is paramount. The Lead Client Relationship Banker plays a crucial role in delivering exceptional customer service, managing client relationships, and achieving set objectives. This position requires a deep understanding of Pentucket Bank's service standards...