Client Executive, Private Client Group Leader

7 days ago

Andover, Massachusetts, United States AssuredPartners Full time
About the Role

We 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 Responsibilities
  • Drive new sales by generating referrals and building strong relationships with high net worth clientele.
  • Create and maintain a network of 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 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.
  • Be involved in more complicated claims situations and work with support teams to resolve client issues.
What We Offer
  • Competitive base salary and comprehensive benefits package.
  • Generous paid time off package, including paid holidays, sick days, and volunteer days.
  • Health benefit options with company-paid HSA contribution and orthodontia coverage.
  • Company match 401(k) plan and support for fitness and wellness goals.
  • Opportunity to prioritize mental health with 24/7 access to licensed therapists.
  • Pet benefits and discounts.
  • Access to employee-led resource groups and a diverse 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.
  • Local market knowledge and existing relationships, with the ability to train on high net worth personal lines if necessary.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Current Personal Lines license, preferred, with the ability to obtain within three months of employment.
  • Motivated to continue building a sales career and 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 and departments.
  • Excellent organizational skills, attention to detail, and accuracy in all aspects of work.
  • Strong computer skills, including Excel, Word, and Outlook.

  • Client Executive, Private Client Group

    5 days ago

    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...

  • Client Executive, Private Client Group

    15 hours ago

    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...

  • Client Support Specialist

    1 week ago

    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...

  • Client Support Specialist

    2 weeks ago

    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...

  • Client Relations Manager

    1 week ago

    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...

  • Client Support Specialist

    1 week ago

    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

    7 days 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...

  • Client Support Specialist

    2 weeks ago

    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...

  • Veterinarian Opportunity at Lakefield Veterinary Group

    5 days ago

    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...

  • Lead Client Relationship Banker

    1 week ago

    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...

  • Executive Sous Chef

    5 days ago

    Andover, Massachusetts, United States Compass Group USA Full time

    Job SummaryAs a seasoned culinary professional, you will play a key role in the success of our food program, overseeing culinary functions and assisting in all phases of planning, ordering, inventory, and food preparation. This includes adhering to client culture and guidelines, health department regulations, and company standards and expectations of food...

  • Personal Insurance Account Executive

    2 weeks ago

    Andover, Massachusetts, United States The Jonus Group Full time

    Exciting Career OpportunityThe Jonus Group is seeking a committed Personal Lines Account Manager to enhance our reputable agency. This position comes with a competitive compensation package and appealing incentives for the right individual.Core Responsibilities:Overseeing client accounts and ensuring their needs are metDelivering presentations to clients and...

  • Personal Insurance Account Executive

    1 week ago

    Andover, Massachusetts, United States The Jonus Group Full time

    Exciting Career OpportunityThe Jonus Group is seeking a committed Personal Lines Account Manager to enhance our reputable agency. This position provides a competitive compensation package along with appealing incentives for the ideal candidate.Core Responsibilities:Overseeing client accounts and ensuring their needs are metDelivering presentations to clients...

  • Personal Insurance Account Executive

    2 weeks ago

    Andover, Massachusetts, United States The Jonus Group Full time

    Exciting Career OpportunityThe Jonus Group is seeking a committed Personal Lines Account Manager to enhance our reputable agency. This position comes with a competitive salary and appealing bonuses for the ideal candidate.Core Responsibilities:Overseeing client accountsDelivering client presentations and effectively addressing inquiriesEvaluating and...

  • Client Support Specialist

    2 weeks ago

    Andover, Massachusetts, United States Stannah Stairlifts Full time

    Job Reference:Location: Andover (Anton Mill)Employment Type: PermanentDivision: Stairlift and Platform Lift OperationsHours per Week: 37Stannah is a renowned British family-owned enterprise, dedicated to providing elevators, escalators, and moving walkways, while also manufacturing stairlifts and platform lifts. With a legacy spanning five generations, the...

  • Accountant/Executive Assistant

    2 months ago

    Andover, Massachusetts, United States Staffing 360 Solutions Full time

    Lighthouse Professional Services a division of Staffing 360 Solutions group, is proud to be a "Best in Staffing 2023" award winner. We have over 50 years of experience placing people with small and global companies. Our offices in New York, Connecticut, and Massachusetts serve clients nationwide. We are currently seeking an Accountant/Executive Assistant...

  • Client Support Administrator

    2 weeks ago

    Andover, Massachusetts, United States Simplyhealth Full time

    Customer Service Administrator - Fixed Term Contracts AvailablePosition Overview:As a pivotal member of our Customer Service team, you will be responsible for managing administrative tasks that enhance the overall customer experience at Simplyhealth.Key Responsibilities:Database Management: Accurately process modifications to database records and handle...

  • Part-time Client Care Specialist

    3 days ago

    North Andover, Massachusetts, United States FYZICAL Dizziness and Fall Prevention Center Full time

    Job OverviewFYZICAL Dizziness and Fall Prevention Center is a leading provider of physical therapy services seeking a Part-time Client Care Specialist to join our team.Key Responsibilities:Provide exceptional client service and support at our reception deskAssist with client registration, scheduling, and payment collectionAnswer phone calls and respond to...

  • Client Care Representative

    3 days ago

    North Andover, Massachusetts, United States FYZICAL Dizziness and Fall Prevention Center Full time

    Job OverviewFYZICAL Dizziness and Fall Prevention Center is a leading provider of physical therapy services seeking a Part-time Client Care Specialist to join our team.Key Responsibilities:Provide exceptional client service and support at our reception deskAssist with client registration, scheduling, and payment collectionAnswer phone calls and respond to...

  • Executive Chef Manager

    4 days ago

    Andover, Massachusetts, United States Compass Group, North America Full time

    About Compass Group, North AmericaCompass Group, North America is a leading foodservice and support services company that delivers high-quality, innovative solutions to businesses and organizations across the country.Job SummaryWe are seeking a highly skilled and experienced Executive Chef Manager to join our team at Compass Group, North America. As a key...