Licensed Client Executive
Job Summary
Managing a portfolio of Private Client Services accounts, the full-time Licensed Client Executive will handle new business leads, renewals, and cross-selling opportunities while working remotely.
Key responsibilities
- Develop new business leads and manage renewal business for assigned accounts
- Evaluate client coverage portfolios to identify and implement cross-selling opportunities
- Provide claims support and serve as a technical expert to resolve complex issues
Required qualifications
- Bachelor's degree or equivalent combination of education and experience
- Eight or more years of related work experience in Private Client/High Net Worth insurance
- Valid insurance license with ongoing Continuing Education compliance
- Proficiency in Microsoft Office Suite
- Knowledge of customizable coverages for private clients
Complete Job Description
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