As Private Client Group, Client Executive, you will join our team in New Haven, CT with the goal of increasing new revenue opportunities. In addition to new business generation, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group.

Responsibilities

· Drive new sales. Generating referrals is vital to connecting with high-net worth clientele

· Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth)

· Discuss marketing and pricing options, review coverage gaps and analyze claims history

· Work with management to continually improve our customer service offering through unique value-added services

· Serve as an advisor & consultant to ensure the client’s changing risk management needs are addressed.

· Provide proactive risk management advice to current clients

· Participate with support staff in stewardship meetings where appropriate

· Identify and close potential cross-sell opportunities

· When needed be involved with more complicated claims situations

· Work with support team to resolve client issues

Qualifications

· 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 required

· Provided you have local market knowledge & existing relationships, the agency can train you on high net-worth personal lines if you come from a middle market background or related financial services career.

· Able to convey the value of personal insurance through Fred C. Church

· Success in meeting or exceeding regular sales targets

· Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving, and decision-making skills required

· Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment

· Motivated to continue building a sales career

· Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations.

· Proven track record of developing referral relationships that produce results.

· Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable

· Excellent organizational skills

· Consistent attention to detail and accuracy in all aspects of work

· Excellent documentation

· Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments

· Strong computer skills including, but not limited to, Excel, Word, and Outlook

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• In the field

Application Question(s):

• How many years of experience do you have selling to high-net-worth individuals?
• Are you able to reliably commute to New Haven, CT?

Education:

• Bachelor's (Preferred)

License/Certification:

• Property & Casualty License (Required)

Work Location: Remote

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