Private Client Sales Executive

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The primary objective of this role is to generate new organic business, with a focus on Private Client Personal Insurance, while building strong, long-term client relationships.

• Drive new business production through prospecting, referrals, networking, and collaboration with internal partners.
• Identify and pursue cross-sell opportunities across Private Client Personal Insurance, personal lines, and commercial insurance offerings.
• Partner closely with Private Client Account Executive on ongoing policy servicing, ensuring a seamless client experience.
• Collaborate with private banking partners, the mortgage department, wealth management, and assigned retail branches to identify opportunities and foster mutually beneficial relationships.
• Maintain a strong pipeline of prospective clients by attending networking and community events, conducting outreach, and following up on leads and referrals.
• Collaborate closely with the Private Client Practice Leader to achieve targeted production goals and contribute to overall agency growth initiatives.
• Responsible for developing and presenting new business proposals; explaining coverage options and insurance products clearly and professionally.
• Address client questions and concerns related to new business placement in a timely and professional manner.
• Conduct initial coverage reviews and provide thoughtful insurance recommendations aligned with clients’ needs, particularly within the private client space.
• Collaborate with internal and external service and support staff to ensure efficient workflow, accurate documentation, and exceptional client service.
• Maintain accurate records and documentation in EPIC, our agency management system.
• Regular attendance at firm-wide gatherings, private client team meetings, and select high-net-worth carrier meetings is essential to this position.
• Assume additional responsibilities as requested

Network and Relationship Building:

• Attend networking events and community activities to enhance the agency’s visibility and attract new clients.
• Build and maintain relationships with prospective clients, industry professionals, and banking partners.
• Attend meetings and training sessions with carrier representatives and vendors.

Sales Management:

• Collaborate closely with the Private Client Practice Leader to develop strategies and achieve production goals.
• Provide input on sales strategies, market trends, and private client opportunities.
• Attend regular sales meetings and agency events.

Payment Collection and Documentation:

• Collect initial payments for new business, ensuring accuracy and proper documentation. 
• Obtain necessary signatures and ensure all required documents are completed and submitted in accordance with carrier and agency standards.

Quality Control and Documentation:

• Work with the Quality Control Manager and service teams to ensure documentation for new business meets agency requirements.
• Ensure the agency management system reflects accurate and up-to-date client and policy.

Cross Departmental Collaboration:

• Collaborate with internal and external departments to ensure seamless service delivery.
• Act as a liaison between clients and agency teams during the new business onboarding process.

Professional Representation:

• Represent the agency with the highest level of professionalism.
• Uphold the agency’s values and commitment to exceptional client service.
• Maintain an active insurance license and stay informed on industry regulations and updates.

EDUCATION and/or EXPERIENCE:

• Bachelor’s degree required.
• CAPI and CPRIA designations preferred, but not required.
• Proven success in sales, preferably within insurance and/or private client markets.
• Property & Casualty license required.
• Strong prospecting, communication, and negotiation skills.
• Ability to build strong client and carrier relationships.
• Strong organizational, time management, and problem-solving skills.
• Excellent written and verbal communication skills.
• Working knowledge of agency management systems, insurance rating software, AI platforms, and Microsoft Office Suite.

CERTIFICATES, LICENCES, REGISTRATIONS:

• Massachusetts Property & Casualty Insurance License required.  Additional states are not required, but preferred.

Benefits/Incentives:

We offer a comprehensive benefits package designed to support your well‑being and success, including medical, dental, and vision coverage; Flexible Spending and Health Savings Accounts; 401(k) matching; and tuition reimbursement. You will also enjoy additional perks such as our employee referral program, annual holiday reception, summer family outing, and more.

Salary Range:    70,000.00 - 110,000.00 plus commission 

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future.  

PHYSICAL DEMANDS:  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.  The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl.  Specific vision abilities required by this job include close vision.

Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you.

No unsolicited resumes accepted from agencies.