Client Executive, Private Client Group

4 weeks ago

New Haven, Connecticut, United States AssuredPartners Full time
About the Role

We are seeking a highly skilled and experienced Client Executive to join our Private Client Group at AssuredPartners. As a key member of our team, you will be responsible for building and maintaining strong relationships with high net worth clients, identifying new business opportunities, and driving sales growth.

Key Responsibilities
  • Develop and execute sales strategies to increase revenue and expand our client base
  • Build and maintain strong relationships with high net worth clients, understanding their unique needs and providing tailored solutions
  • Identify and pursue new business opportunities, leveraging your network and industry expertise
  • Collaborate with internal teams to deliver exceptional customer service and support
  • Stay up-to-date with industry trends and developments, applying this knowledge to drive business growth and improve client outcomes
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
  • Strong communication, interpersonal, and relationship-building skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment
What We Offer
  • Competitive base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package
  • Health benefit options with company-paid HSA contribution
  • Company match 401(k) plan
  • Support of your fitness and wellness goals
  • Opportunity to prioritize your mental health
  • Pet benefits and discounts
  • Access to Employee-led Resource Groups
About AssuredPartners

AssuredPartners is a leading independent insurance broker, passionate about fueling our clients' innovation and growth. We are 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.

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