Licensed Private Client Executive
Job Summary
Managing a portfolio of high-net-worth clients, the full-time Licensed Private Client Executive will service and solicit accounts, develop new business leads, and oversee a service team while working remotely.
Key responsibilities
- Develop and manage new business leads and cross-sell opportunities for assigned accounts
- Evaluate client coverage portfolios and implement marketing strategies to address program deficiencies
- Provide claims support and ensure compliance with agency management system data standards
Required qualifications
- Bachelor's degree or equivalent combination of education and experience
- Eight or more years of Private Client/High Net-Worth insurance servicing experience
- Valid insurance license with ongoing Continuing Education compliance
- Proficiency in Microsoft Office Suite
- Knowledge of customizable private client coverages
Complete Job Description
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