Client Executive – Private Client Services
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Private client insurance executive managing high-net-worth accounts, renewals, claims support, and coverage placement. Developing business opportunities, negotiating premiums, and leading service-team activities for clients.
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 for cross-selling opportunities and coverage deficiencies
- Service accounts and provide claims support
- Analyze exposure bases and develop marketing strategies
- Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations
- Bind coverage and determine appropriate levels of coverage
- 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 duties as assigned
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
Similar Jobs
Client Services Coordinator
Remote Client Services Coordinator managing client portfolios and food certification workflows for FoodChain ID. Coordinating audits, corrective actions, timelines, and certificate issuance.
Fleet Client Services, Billing Specialist II
Fleet billing specialist supporting Cox Fleet, a nationwide mobile truck maintenance and repair provider. Coordinating customer approvals, billing, technician dispatch, and preventative maintenance scheduling.
Client Executive – Private Client Services
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.
Client Service Specialist, Commercial Risk
Client Service Specialist preparing commercial insurance documents, renewals, quotes, and risk data for The Baldwin Group. Supporting advisors and client service teams serving business insurance clients.
Client Service Specialist
Client Service Specialist coordinating fulfillment projects, orders, inventory, and reporting for Qualfon’s customer service operations. Remote Manila role supporting U.S.-based teams during Eastern Time hours.
Vice President, Client Services
Vice President leading WellDyne’s pharmacy benefit management client services, satisfaction, and retention. Overseeing teams, strategic accounts, reporting, implementations, and growth initiatives.
Inside Sales – Client Service Coordinator
Inside Sales Client Service Coordinator converting inbound leads for Melone Hatley, a family and estate planning law firm. Managing client needs, sales goals, CRM records, and deal closures.
Client Service Administrator
Client Service Administrator managing benefit-plan accounts for TRISTAR Benefit Administrators. Overseeing implementations, claims operations, reporting, compliance, and client relationships.
Client Services Agent
Client Services Agent supporting customers for ARUP Laboratories, a clinical and anatomic pathology reference laboratory. Managing patient orders, test inquiries, and issue resolution through phone, email, and laboratory systems.
Client Services Agent
Client Services Agent supporting customers for ARUP Laboratories, a clinical and anatomic pathology reference laboratory. Managing patient orders, test-information requests, and customer issues through phone, email, and ARUP systems.
Manager, Client Services & Support
Client support manager leading SHC staffing operations, compliance, onboarding, and CSA performance. Improving processes, metrics, fill rates, assignment starts, and client service delivery.
Client Services Manager – Schools
Client Services Manager growing Supplemental Health Care’s healthcare staffing revenue through client acquisition and account management. Negotiating contracts, supporting recruitment, and expanding business opportunities.
Client Service and Operations Associate
Client Service and Operations Associate supporting Confidence Wealth Management’s integrated investment, tax, and estate-planning services. Managing client paperwork, onboarding, underwriting, Salesforce data, and operational workflows.
Client Service Coordinator
Medicare compliance coordinator managing confidential client caseloads for Brown & Brown, an insurance brokerage. Communicating with customers, reviewing records, and processing services accurately.
SVP, Director of Client Services – Omni-Channel, Pharma Agency
SVP leading pharmaceutical client services, strategic marketing, and major account growth for Avalere Health. Managing senior client relationships, teams, forecasts, and integrated brand initiatives.
Client Services Agent
Client Services Agent supporting customer inquiries, patient orders, and laboratory testing information for ARUP Laboratories. Providing accurate, empathetic service through phone, email, and multiple internal systems.
Manager, Client Financial Services
Manager responsible for client financial services at SIRVA BGRS. Leading financial processes and ensuring effective collaboration with clients and teams.
Senior Client Service Lead
Client Service Lead managing customer relationships and operations within global payroll for strategic accounts. Overseeing service delivery and ensuring satisfaction for clients across multiple countries.
Client Services Manager
Client Services Manager for Brown and Caldwell drives sales strategy in Texas market. Leading growth and maintaining client relationships in water and wastewater engineering services.
Director of Client Services
Director of Client Services overseeing radiology revenue cycle management and client performance initiatives. Collaborating with clients and internal teams to improve operational performance and service quality.