Client Executive

3 weeks 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. As a key member of our team, you will be responsible for driving new sales, generating referrals, and building strong relationships with high net worth clients.

Key Responsibilities
  • Develop and execute sales strategies to increase new business opportunities
  • Build and maintain relationships with referral sources, including family offices, attorneys, and wealth advisors
  • Provide expert advice on marketing and pricing options, as well as analyze claims history to identify coverage gaps
  • Work closely 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
What We Offer

We offer a competitive base salary, comprehensive benefits package, and opportunities for professional growth and development. Our team is passionate about fueling our clients' innovation and growth, and we're committed to creating a workplace that welcomes and thrives on the unique experiences and perspectives of all team members.

Requirements
  • At least three years of prior sales experience in personal lines insurance or financial services
  • BS/BA degree in Business, Finance, Marketing, or a related discipline
  • Current Personal Lines license, preferred; if not currently licensed, it is required within three months of employment
About AssuredPartners

AssuredPartners is a leading independent insurance broker in America, dedicated to delivering a superior customer experience through our hands-on approach to risk management consulting services. We offer property & casualty and employee benefits solutions, risk management consulting services, and private client asset protection. With over 155 years of industry experience, multiple locations throughout New England and Colorado, and 165 full-time insurance professionals, risk consultants, and claims advocates, we provide personal and business clients of any size and specialty with the advice and guidance they need to make informed decisions about their insurance.


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