Executive Director, Private Client Division
3 weeks ago
Fred C. Church's Connecticut office serves as a hub for our Private Client Group in the HNW space.
We're seeking an experienced professional to lead new opportunities throughout the Northeast, Tri-State area, and down into the Mid-Atlantic, while also taking charge of long-standing client accounts.
The ideal candidate will have a strong understanding of personal lines insurance and be able to convey the value of our services to high net worth clients.
The role involves generating referrals, building relationships with referral sources, and working with management to continually improve customer service offerings.
The successful candidate will have excellent communication, interpersonal, and problem-solving skills, as well as the ability to maintain professional and productive relationships with other staff.
Key Responsibilities:
- Drive new sales by generating referrals to connect with high net worth clientele.
- Create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors, etc.).
- Discuss marketing and pricing options, review coverage gaps, and analyze claims history.
- Work with management to continually improve customer service offerings 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.
- Participate in stewardship meetings with support staff when necessary.
- Identify and close potential cross-sell opportunities.
- Be involved in complicated claims situations when needed.
- Work with the support team to resolve client issues.
Benefits:
- Competitive base salary: $90,000 - $140,000 per year.
- Generous 30+ days Comprehensive Paid Time Off Package, including paid time off, holidays, sick days, and volunteer days.
- Health benefit options with affordable medical plans, company-paid HSA contribution, dental plans, and vision plans.
- Company match 401(k) plan up to 6%.
- Support for fitness and wellness goals, with discounts on gym memberships.
- Opportunity to prioritize mental health with access to licensed therapists.
- Pet benefits and discounts.
- Access to Employee-led Resource Groups (ERGs) promoting diversity and inclusion.
About AssuredPartners:
AssuredPartners is passionate about fueling clients' innovation and growth, making us the perfect place for creative, dynamic people who want to grow their careers while helping businesses, families, and people thrive.
We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while learning, advancing, and growing with us.
We're 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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