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High Net Worth Insurance Professional
2 months ago
Job Summary:
The Private Client Placement Specialist plays a critical role in the risk assessment and placement team, supporting sales and account management within Private Client. This position is primarily focused on marketing high net worth and ultra-high net worth opportunities, including new placements and renewal activities.
Critical Job Functions:
- Develop and maintain superior knowledge and expertise of carrier markets and their appetites.
- Work with the expanded Private Client teams to market both new and renewal business.
- Analyze client needs and contrast with existing coverage to identify potential gaps, opportunities, and solutions.
- Professionally educate the client through detailed illustrations of coverage options.
- Advocate for the client by developing detailed knowledge of our client, their needs, and unique exposures.
- Produce accurate proposals.
- Follow all procedures in new account and renewal process.
- Complete all pre and post-sale paperwork.
- Initiate a consultation with the appropriate account manager to introduce them to the nuances of a new account.
- Assist in the annual review process for private client accounts.
- Develop cooperative professional relationships with our insurance carrier underwriters for the purpose of achieving the desired result.
Requirements:
- Minimum of 5 years of private client insurance experience.
- Ability to manage multiple priorities, take direction from multiple sources, and prioritize using sound judgement.
- Must be accurate, detailed and thorough.
- Strong analytical & problem-solving skills.
- Ability to work independently.
- Strong persuasion and negotiation skills.
- Strong business writing skills.
Education and Technology Requirements:
- College graduate or experience equivalent.
- Possession and maintenance of a broker's license in state hired.
- Ability to perform coverage analysis.
- Proficient in navigating insurance company websites.
- Proficient in Microsoft Word, Excel and Power Point.
Compensation and Benefits:
The national average salary for this role is $80,000 to $100,000 in base pay, exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
About EPIC:
- Ranked #17 Top Global Broker by AM Best.
- Ranked #17 Top 100 Largest U.S. Broker by Business Insurance.
- Award-winning benefits package, including 401K matching, generous time off policy, flexible work options, medical, dental, vision, pet insurance, cancer insurance, wellness programs, and employee award programs.
