Client Executive, Private Client Group - Sales & Relationship Mgmt.

Andover, MA, United States

Overview:

As a Private Client Group, Client Executive, you will join our Fred C. Church team in Andover, MA with the goal of increasing new revenue opportunities. In addition to new business generation, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group.

What You'll Do:

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 clients 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

What's in it For You?:

To help you make the best decision for your personal growth, its important to us to share a glimpse of what we offer our top asset, our people:??

Competitive base salary??

Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days

Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options???

Company match 401(k) plan 50% up to 6%!??

Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers???

Opportunity to prioritize your mental health with 24/7 access to licensed therapists??

Pet benefits & discounts???

Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners?

What You'll Need:

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

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

Excellent documentation

Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments

Strong computer skills including, but not limited to, Excel, Word, and Outlook

Grow, with us:

AssuredPartners is passionate about fueling our clients innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

Were proud to be the fastest-growing independent insurance broker in America, but were even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

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About Fred C. Church

Fred C. Church Insurance, an AssuredPartners agency, is one of the largest firms in the Northeast and one of the top 100 full-service brokerages in the United States. We offer property & casualty and employee benefits solutions, risk management consulting services, and private client asset protection. With over 155 years of industry experience, multiple locations throughout New England and Colorado, and 165 full-time insurance professionals, risk consultants, and claims advocates, we deliver a superior customer experience. Through our hands-on approach, strategically developed to identify, assess, and address risk, we provide personal and business clients of any size and specialty with the advice and guidance they need to make informed decisions about their insurance.

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