Client Executive – Private Client Services
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Job Description
Private client insurance executive managing high-net-worth accounts, renewals, claims support, and coverage solicitation. Directing service teams and advising U.S. clients on tailored insurance programs.
Responsibilities:
- Receive and develop new business leads from Producers and identify cross-sell opportunities
- Manage renewal business and solicit additional lines of coverage
- Evaluate client coverage portfolios to implement cross-selling opportunities
- Service accounts and provide claims support
- Analyze exposure bases to identify program deficiencies and develop marketing strategies
- Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations
- Bind coverage, identify deficiencies, and determine appropriate coverage levels
- Meet with clients as needed or directed by the Producer
- Review accounting history, respond to inquiries, correct discrepancies, and contact clients regarding receivable collections
- Serve as a technical expert and help resolve complex issues
- Collect fees and reconcile outstanding balances within 90 days of invoicing
- Maintain complete and accurate agency management system data
- Perform other assigned duties
Requirements:
- Bachelor's degree or equivalent combination of education and experience
- Eight (8) or more years of related work experience in Private Client/High Net Worth insurance required
- Valid insurance license
- Must continue to meet Continuing Education requirements for license renewal
- Proficient in Microsoft Office Suite
- Knowledge of a wide array of private client customizable coverages
- Excellent verbal and written communication skills
- Good problem-solving and time management skills
- Good planning, organizational, and prioritization skills
- Strong interpersonal skills
- Ability to build trust and de-escalate concerns
- Ability to work within a team and foster teamwork
- Ability to maintain confidentiality
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