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

Fred C. Church•New Haven, CT

48d•Hybrid

About The Position

Our Role: 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).

Requirements

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

Nice To Haves

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

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