Client Executive

About the role

The Personal Risk Client Executive/Sales Advisor is responsible for advising and delivering personal insurance products tailored to the specific needs of the prospective insured. This role involves understanding various carrier appetites and websites, working closely with carrier underwriters, utilizing agency management systems, and maintaining positive relationships with colleagues, supervisors, and carrier representatives.

Responsibilities

• Understand various Carrier Appetites and Carrier Websites
• Work closely with Carrier Underwriters to determine risk placement
• Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes
• Complete policy correspondence delivery per agency guidelines and procedures
• Build and maintain positive working relationships with co-workers, supervisors, and carrier representatives
• Aid with special projects as assigned by management

Requirements

• Experience in P&C Personal Lines client-facing sales
• Knowledge of coverage needs
• Ability to work independently and anticipate client and team needs
• Effective time management and decision-making skills
• Strong leadership and diligent follow-through skills
• Ability to negotiate and express ideas clearly in both written and oral communications
• Proficiency in MS Office suite, CRM-EPIC preferred, MS Teams
• Influential presentation and public speaking abilities
• Comprehensive experience with the New England/Northeast P&C markets
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people/personalities

Qualifications

• A bachelor’s degree preferred
• HS Diploma or GED is required with additional learning/certifications
• More than 3 years of directly related industry sales and service experience
• Certificates, Licenses, Registration: Property & Casualty Broker's License required upon hire
• CPCU, CPRIA, CAPI or other P&C designation preferred

Skills

• Strong computer skills
• Effective verbal, written and electronic communications

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

Pay

The base salary range for this position is $50,000 – $65,000. Compensation will also include 40% commission on new business.

Schedule

This is a full-time role offering a remote or hybrid schedule from our West Hartford, CT or Vermont offices.