Business Development Manager – Private Client Group
Core
Drive new business development and service high net worth private client personal insurance accounts while supervising inside sales staff.
Role type
Business Development Manager (Personal Lines Insurance)
Builds
Personal insurance policies and risk management programs for high net worth individuals and families.
Domain
Insurance / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
High net worth personal insurance sales, carrier selection strategy, proposal preparation, team supervision, risk management analysis, application processing, client onboarding coordination, annual review management, financing arrangements.
Preferred skills
Knowledge of high valued marketplace, industry trend analysis, marketing submission collaboration.
Technologies
Insurance carrier platforms, production reporting tools, proposal software.
Responsibilities
Develop and achieve maximum sales volume for assigned accounts; obtain complete insurance information from prospective clients; prepare client risk management questions; interface with internal teams to develop carrier selection strategies; work with carriers to secure appropriate terms and pricing; prepare and present accurate proposals to close sales; manage inside sales technical staff and weekly status reports; coordinate team training; maintain production reports and attend sales meetings.
Seniority
Mid-Senior, hands-on IC with team management
