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:

- Ideal candidate has 4+ years of experience with all lines of personal insurance coverage at an insurance brokerage handling high-net-worth clientele

- Must have experience building and maintaining relationships with carriers and be familiar with coverage offerings

- Must have Property & Casualty Insurance License

This is a hybrid role requiring regular in-office attendance three (3) days per week; specific days may be determined in coordination with team leaders.