Client Executive - Private Client Group
Core
Build strong relationships with high-net-worth clients, deliver proactive risk consultation, and manage a book of business for the Private Client Group.
Role type
Client Executive (Private Client Group)
Builds
Tailored insurance solutions and coverage strategies for high-net-worth clients
Domain
Insurance (Property & Casualty)
Required skills
Client relationship management, risk assessment, policy quoting and binding, carrier negotiation, policy review and endorsement management, agency system documentation, annual insurance and risk review
Preferred skills
CISR, CIC designations, Applied Epic experience
Technologies
Epic, Microsoft Office
Responsibilities
Onboard new clients and deliver a seamless transition experience, Proactively manage and retain a portfolio of high-net-worth clients, Consult with clients to assess risk and recommend tailored insurance solutions, Collaborate with Advisors to quote, present, and bind policies, Lead carrier negotiations and oversee policy issuance, Conduct annual insurance and risk reviews
Seniority
Mid-level, individual contributor