Client Executive - Private Client

Venbrook•Woodland Hills, UT

1d•$90,000 - $105,000

About The Position

Venbrook Insurance Services is seeking an experienced and highly motivated Client Executive to join our Private Client Services team, specializing in high-net-worth personal lines insurance. The Client Executive is responsible for new business development, client acquisition, and building comprehensive insurance programs for affluent individuals and family offices. In this role, you will partner closely with Account Managers to ensure seamless client transitions and an exceptional service experience from prospect to placement. Venbrook Insurance Services is the retail and benefits brokerage of Venbrook Group, LLC, a holding company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook’s team of experts and industry specialists partners with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class commercial property & casualty, employee benefits, and personal risk insurance products and programs. Venbrook and its brands provide a broad range of comprehensive commercial insurance (property & casualty), corporate employee benefits, specialty health programs, personal risk insurance, and risk management solutions to public entities, public and private businesses, governments, institutional and professional organizations, family offices, and high-net-worth individuals. At Venbrook, we envision a world where our clients can confidently pursue their boldest ambitions. Our team of experts leverages agility, innovation, and creative problem-solving to guide our clients through an ever-changing risk environment. We pride ourselves on providing insurance services that allow businesses to make bold decisions, knowing their risks are identified, assessed, and mitigated. Our culture is derived from the people who create it. We are not different in what we do. We are different in how we do it. We believe our clients are our partners, and we earn their trust every day. We believe in empowering our team and holding ourselves accountable to deliver the best solutions. We value agility, versatility, innovation, and creative problem-solving and put our people at the core of everything we do.

Requirements

Demonstrated ability to prospect, develop, and close new business within the high-net-worth personal lines market.
Strong knowledge of personal lines products including home, auto, umbrella, watercraft, fine art, jewelry, and specialty coverages.
Established relationships with high-net-worth carriers and specialty markets (e.g., Chubb, AIG Private Client, PURE, Cincinnati, Openly).
Excellent verbal and written communication skills with the ability to engage confidently with affluent clients and executive-level stakeholders.
Strong negotiation skills with a proven ability to secure competitive terms and favorable outcomes for clients.
High degree of professionalism, discretion, and client-first orientation.
Proficiency in AMS360 or comparable agency management system preferred.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Bachelor’s degree in Business, Finance, Risk Management, or a related field preferred; equivalent professional experience considered.
Minimum 5 years of experience in personal lines insurance with a demonstrated focus on high-net-worth or private client accounts.
Active Property & Casualty license required.

Nice To Haves

Industry designation CPRIA is a plus.

Responsibilities

Develop and execute targeted marketing strategies to attract and secure high-net-worth individual clients and family office relationships.
Build detailed, customized insurance proposals and program designs for prospective clients, including home, auto, watercraft, fine art, jewelry, umbrella, and specialty coverages.
Present proposals to prospects, clearly articulating the value, coverage structure, and service differentiation of Venbrook’s Private Client platform.
Manage the new business pipeline from initial contact through binding, ensuring accurate documentation and a smooth handoff to the servicing team.
Collaborate with Account Managers to ensure continuity of client relationships and high-quality service delivery throughout the policy lifecycle.
Identify and pursue cross-selling and account rounding opportunities within the existing book of business.
Maintain strong, strategic relationships with admitted and non-admitted carriers, specialty markets, and managing general agents to negotiate favorable terms and access unique programs.
Stay current with market trends, carrier appetite shifts, and product developments in the high-net-worth personal lines sector.
Achieve and exceed new business production targets and contribute to the overall growth strategy of the Private Client Services division.
Maintain accurate client data, activity records, and pipeline reporting in AMS360.
Represent Venbrook at industry events, client functions, and networking opportunities to build brand presence and generate referral business.