Client Executive, Private Client Group
FCC, Andover, MN, United States
ANDOVER
Andover branch office
89 Main Street
Suite 201
Andover, MA 01810, USA
As Private Client Group, Client Executive, you will join our 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.
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
Qualifications
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
Attributes
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
Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments
Strong computer skills including, but not limited to, Excel, Word, and Outlook
Please include your resume and a cover letter when applying. No phone calls, please.
Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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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
Qualifications
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
Attributes
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
Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments
Strong computer skills including, but not limited to, Excel, Word, and Outlook
Please include your resume and a cover letter when applying. No phone calls, please.
Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr