Licensed Client Executive

Job Summary

Managing a portfolio of Private Client Services accounts, the remote Licensed Client Executive will handle new business development, renewals, and client servicing while directing a service team.

Key responsibilities

• Develop new business leads and identify cross-sell opportunities
• Service accounts, provide claims support, and evaluate client coverage portfolios
• Prepare proposals, bind coverage, and manage client relationships effectively

Required qualifications

• Bachelor's degree or equivalent combination of education and experience
• Eight or more years of experience in the Private Client/High Net Worth insurance space
• Valid insurance license and compliance with Continuing Education requirements
• Private Client experience is required