Client Executive Insurance Solutions
Core
Manages and cultivates a client base of existing and high potential insurance clients, providing advice-driven solutions to solidify relationships and capture opportunities.
Role type
Senior Client Executive (Insurance Solutions)
Builds
Client-specific strategic relationship plans and total relationship solutions for master trust and custody/asset services clients.
Domain
Wealth Management / Asset Servicing / Insurance
Deliverable
client delivery
Required skills
Relationship management, new business development, client servicing, negotiation, sales, leadership, organization, pricing strategy, profitability management
Preferred skills
Knowledge of trust/asset servicing products, investments, insurance segment specific issues, insurance investment accounting, treasury management services
Technologies
None stated
Responsibilities
Manage complex master trust and custody/asset services clients; evaluate, design, and implement total relationship plans; initiate regular dialogue with clients and advisors; counsel clients on emerging financial/industry issues; manage client profitability and develop pricing strategies; coordinate relationship reviews; interact with senior management; participate in new business efforts and prospecting with insurance companies
Seniority
Senior, hands-on IC