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Client Executive, Private Client Group
2 months ago
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 driving new sales, generating referrals, and building strong relationships with high net worth clients.
Key Responsibilities- Drive new sales and revenue growth through strategic planning and execution
- Develop and maintain strong relationships with high net worth clients, including family offices, attorneys, and wealth advisors
- Provide expert advice and guidance on risk management and insurance solutions
- Work closely with management to identify and capitalize on new business opportunities
- Collaborate with cross-functional teams to deliver exceptional customer service and support
- Stay up-to-date with industry trends and developments to ensure the highest level of expertise and knowledge
- 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 field
- Strong communication, interpersonal, and relationship-building skills
- Ability to work in a fast-paced environment and meet sales targets
- Current Personal Lines license, preferred
- Proven track record of developing referral relationships and driving sales growth
- Competitive base salary and bonus structure
- Comprehensive benefits package, including health, dental, and vision insurance
- 401(k) plan with company match
- Opportunities for professional growth and development
- A dynamic and supportive work environment
AssuredPartners is a leading independent insurance broker with a passion for fueling client 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.
