Client Executive, Private Client Group Leader

7 days ago

New Haven, Connecticut, 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 be responsible for driving new sales opportunities, building strong relationships with referral sources, and providing exceptional customer service to our high net worth clients.

Key Responsibilities
  • Drive New Sales: Generate referrals and connect with high net worth clientele to drive new sales opportunities.
  • Build Relationships: Create strong relationships with referral sources, including family offices, attorneys, wealth advisors, and realtors.
  • Consult and Advise: Serve as an advisor and consultant to ensure clients' changing risk management needs are addressed.
  • Provide Proactive Risk Management Advice: Offer proactive risk management advice to current clients.
  • Participate in Stewardship Meetings: Participate with support staff in stewardship meetings where applicable.
  • Cross-Sell Opportunities: Identify and close potential cross-sell opportunities.
  • Claims Situations: Be involved with more complicated claims situations when needed.
  • Client Issues: Work with support team to resolve client issues.
What We Offer
  • Competitive Salary: A competitive base salary.
  • Paid Time Off: A 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 Benefits: Health benefit 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.
  • 401(k) Plan: A company match 401(k) plan with 50% up to 6%.
  • Fitness and Wellness: Support for your fitness and wellness goals, with up to 75% off at over 11,000 gyms and fitness centers.
  • Mental Health: 24/7 access to licensed therapists.
  • Pet Benefits: Pet benefits and discounts.
  • Employee Resource Groups: Access to our employee-led resource groups that lend a voice to the variety of demographics represented throughout AssuredPartners.
Requirements
  • Experience: At least three (3) years of prior sales experience in personal lines insurance or financial services.
  • Education: A BS/BA degree in Business, Finance, Marketing, or another relevant discipline required.
  • Personal Lines License: Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment.
  • Skills: Excellent communication, interpersonal, networking, relationship building, problem-solving, and decision-making skills required.
  • Motivation: Motivated to continue building a sales career.
  • Desire to Learn: Desire to learn the unique characteristics of private client group networking, marketing, and carrier negotiations.
  • Proven Track Record: Proven track record of developing referral relationships that produce results.
  • Organizational Skills: Excellent organizational skills.
  • Attention to Detail: Consistent attention to detail and accuracy in all aspects of work.
  • Documentation: Excellent documentation.
  • Computer Skills: Strong computer skills, including Excel, Word, and Outlook.

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