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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