Licensed Private Client Executive

Job Summary

Managing a portfolio of private client accounts, the full-time Licensed Private Client Executive will service and solicit new business, evaluate coverage needs, and provide claims support while working remotely.

Key responsibilities

• Develop new business leads and identify cross-sell opportunities from assigned accounts
• Evaluate client coverage portfolios and implement marketing strategies for additional lines of coverage
• Provide technical expertise and assist team members in resolving complex issues related to client accounts

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 for license renewal
• Experience in Private Client services is required