Client Relationship Executive
Virtual Vocations Inc
Managing a portfolio of high-net-worth clients, the full-time Licensed Private Client Executive will service and solicit accounts, develop new business leads, and oversee a service team while working remotely. Key responsibilities
Develop and manage new business leads and cross-sell opportunities for assigned accounts Evaluate client coverage portfolios and implement marketing strategies to address program deficiencies Provide claims support and ensure compliance with agency management system data standards Required qualifications Bachelor's degree or equivalent combination of education and experience Eight or more years of Private Client/High Net-Worth insurance servicing experience Valid insurance license with ongoing Continuing Education compliance Proficiency in Microsoft Office Suite Knowledge of customizable private client coveragesVacancy posted 6 hours ago
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