Client Relationship Executive

Managing a portfolio of private client accounts, the full-time Licensed Private Client Executive will service and solicit new business, evaluate coverage needs, and provide claims support while working remotely. Key responsibilities Develop new business leads and identify cross-sell opportunities from assigned accounts Evaluate client coverage portfolios and implement marketing strategies for additional lines of coverage Provide technical expertise and assist team members in resolving complex issues related to client accounts Required qualifications Bachelor's degree or equivalent combination of education and experience Eight or more years of experience in the Private Client/High Net Worth insurance space Valid insurance license and compliance with Continuing Education requirements for license renewal Experience in Private Client services is required