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Client Executive, Private Client Group

2 months ago

Andover, Massachusetts, 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 and revenue growth, while building strong relationships with high net worth clients and referral sources.

Key Responsibilities
  • Develop and execute sales strategies to increase revenue and market share
  • Build and maintain strong relationships with high net worth clients, family offices, attorneys, wealth advisors, and other referral sources
  • Provide expert advice and guidance on risk management and insurance solutions
  • Work closely with management to develop and implement sales and marketing strategies
  • Identify and pursue new business opportunities and cross-sell/up-sell existing clients
  • Collaborate with support staff to resolve client issues and improve customer service
Requirements
  • At least three (3) years of prior sales experience in personal lines insurance or financial services
  • BS/BA degree in Business, Finance, Marketing, or another relevant discipline
  • Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment
  • Excellent communication, interpersonal, and problem-solving skills
  • Ability to work in a fast-paced environment and meet sales targets
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
About AssuredPartners

AssuredPartners is a leading independent insurance broker in America, committed to embracing diversity, equity, and inclusion. 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 deliver a superior customer experience.