The Private Client Account Executive is responsible for maintaining the Client Insurance Program by processing necessary documents and acting as the primary contact for clients and producers. This role involves new business placement, cross-selling, and ensuring proper processing of requests to maintain positive client relationships. The Account Executive will prepare proposals, issue insurance binders, manage accounts receivables, and provide guidance to team members. Additionally, the role requires teamwork to ensure superior service to all clients, including mentoring Account Managers and coordinating client meetings. Technical expertise is essential for analyzing insurance quotes, communicating with clients and carriers, and designing insurance programs based on client needs.