Summary

Under the direction of the Private Client Practice Leader; provide superior service in maintaining the Private Client Department client base which includes all clients (VIP, mid and small market); analyze and expand your client book of business by quoting, handling client requests by mail, phone, email, or in person from the policyholders, carrier representatives or others concerning their insurance needs.

Essential Duties and Responsibilities

• Assist Sales Consultants on new business and renewal business process including but not limited to analyzing coverage needs, sending submissions, reviewing/negotiating quotes, preparing proposals, finalizing marketing, and following up for final policies
• Lead day-to-day client and insurance carrier communications
• Oversee and manage client renewal process through coordination of the Private Client team’s efforts
• Conduct regular meetings with clients including but not limited to Renewal Proposals with and without Sales Consultants
• Stay informed of industry trends including carrier appetites & relationships, and manage expectations with clients
• Assist Sales Consultants with new business development
• Execute VIP Service Standards to meet growth and retention goals

Experience/Licenses/Education:

• Minimum of 4 years of experience servicing all lines of personal insurance coverage at an insurance brokerage, specifically working with high-net-worth clients
• Proven experience in building and maintaining strong relationships with insurance carriers, with a solid understanding of coverage offerings
• Active Property & Casualty Insurance License required