Private Client Marketing Specialist

About the position

As our Private Client Marketing Specialist on the High-Net-Worth team, you'll analyze risks and evaluate insurance coverages available in the marketplace to determine the proper amounts and types of coverage appropriate for client's and prospective client's exposures. You must work closely with producers and account managers to formulate complete submissions and propose a comprehensive marketing approach. Achieve the most desirable combinations of costs and coverage through negations with underwriters and brokers. You will analyze quotes to identify the best options and prepare the client proposals accordingly. If needed, you will provide technical back up at presentations and client meetings. Confirm and bind policies as negotiated with insurance companies.

Responsibilities

• Analyze risks and evaluate insurance coverages available in the marketplace.
• Determine the proper amounts and types of coverage for clients and prospective clients.
• Work closely with producers and account managers to formulate complete submissions.
• Propose a comprehensive marketing approach.
• Negotiate with underwriters and brokers to achieve desirable combinations of costs and coverage.
• Analyze quotes to identify the best options.
• Prepare client proposals accordingly.
• Provide technical backup at presentations and client meetings.
• Confirm and bind policies as negotiated with insurance companies.

Requirements

• Current Florida 2-20 license.
• College degree desirable; Three years' experience in Personal Lines Sales; or equivalent combination of education and experience.
• Ability to work as part of a team in a fast pace, high pressure environment.
• Communicate to all involved parties in a timely, accurate, and professional manner.
• Provide technical assistance to producers and account managers regarding policy forms and endorsements.

Nice-to-haves

• Experience working with High-Net-Worth clients and carriers.
• Career development includes obtaining professional insurance designations.
• Knowledge of Sagitta Agency Management System and Image Right, or willingness to learn.

Benefits

• Generous time off, including personal and volunteering.
• Health Insurance.
• 401k.
• Professional development opportunities.
• Hybrid work.
• Six week paid parental leave for the birth or adoption of a child.
• Charitable contribution match programs.
• Stock purchase opportunities.