Client Executive

About the role

Venbrook Insurance Services is seeking an experienced and highly motivated Client Executive to join our Private Client Services team, specializing in high-net-worth personal lines insurance.

Responsibilities

• Develop and execute targeted marketing strategies to attract and secure high-net-worth individual clients and family office relationships.
• Build detailed, customized insurance proposals and program designs for prospective clients, including home, auto, watercraft, fine art, jewelry, umbrella, and specialty coverages.
• Present proposals to prospects, clearly articulating the value, coverage structure, and service differentiation of Venbrook’s Private Client platform.
• Manage the new business pipeline from initial contact through binding, ensuring accurate documentation and a smooth handoff to the servicing team.
• Collaborate with Account Managers to ensure continuity of client relationships and high-quality service delivery throughout the policy lifecycle.
• Identify and pursue cross-selling and account rounding opportunities within the existing book of business.
• Maintain strong, strategic relationships with admitted and non-admitted carriers, specialty markets, and managing general agents to negotiate favorable terms and access unique programs.
• Stay current with market trends, carrier appetite shifts, and product developments in the high-net-worth personal lines sector.
• Achieve and exceed new business production targets and contribute to the overall growth strategy of the Private Client Services division.
• Maintain accurate client data, activity records, and pipeline reporting in AMS360.
• Represent Venbrook at industry events, client functions, and networking opportunities to build brand presence and generate referral business.

Qualifications

• Bachelor’s degree in Business, Finance, Risk Management, or a related field preferred; equivalent professional experience considered.
• Minimum 5 years of experience in personal lines insurance with a demonstrated focus on high-net-worth or private client accounts.
• Active Property & Casualty license required.
• Established relationships with high-net-worth carriers and specialty markets (e.g., Chubb, AIG Private Client, PURE, Cincinnati, Openly).
• Industry designation CPRIA is a plus.
• Proficiency in AMS360 or comparable agency management system preferred.