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Client Executive, Private Client Group, Duble & O'Hearn

Company: AssuredPartners Inc.
Location: New Haven
Posted on: August 3, 2022

Job Description:

Fred C. Church's Connecticut office is a cornerstone of the Agency's future growth. Duble & O'Hearn's Private Client Group is a well-established insurance agency in the HNW space. As a Client Executive on this team, you will be asked to increase new opportunities, throughout the Northeast, Tri-State area and down into the Mid-Atlantic, as well as take responsibility of long-standing client accounts. It is hoped the Client Executive can spend time in our brand-new office in New Haven. For the right candidate, considerations can be made for remote work along the -through the Tri-State (CT, NJ and NY) and mid-Atlantic areas (PA, MD, VA and DC). Responsibilities Its Responsibilities:

  • Drive new sales. Generating referrals is vital to connecting with high net worth clientele
  • Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth)
  • Discuss marketing and pricing options, review coverage gaps and analyze claims history
  • Work with management to continually improve our customer service offering through unique value added services -
  • Serve as an advisor & consultant to ensure the client's changing risk management needs are addressed.
  • Provide proactive risk management advice to current clients
  • Participate with support staff in stewardship meetings where appropriate
  • Identify and close potential cross-sell opportunities
  • When needed be involved with more complicated claims situations
  • Work with support team to resolve client issues Qualifications Your Qualifications:
    • At least three (3) years of prior sales experience in personal lines insurance or financial services
    • BS/BA degree in Business, Finance, Marketing or another relevant discipline required
    • Provided you have local market knowledge & existing relationships, the agency can train you on high net worth personal lines if you come from a middle market background or related financial services career.
    • Able to convey the value of personal insurance through Fred C. Church
    • Success in meeting or exceeding regular sales targets
    • Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required
    • Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment Your Attributes:
      • Motivated to continue building a sales career
      • Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations.
      • Proven track record of developing referral relationships that produce results.
      • Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable
      • Excellent organizational skills
      • Consistent attention to detail and accuracy in all aspects of work
      • Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments
      • Strong computer skills including, but not limited to, Excel, Word, and Outlook

Keywords: AssuredPartners Inc., New Haven , Client Executive, Private Client Group, Duble & O'Hearn, Other , New Haven, Connecticut

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