Overview:

Responsible for new business development, servicing assigned high net worth/private client group personal insurance accounts, and the supervision of assigned employees in accordance with the practices, policies and procedures of the Company.

Responsibilities:

• Assist in developing and achieving maximum sales volume consistent with individuals and company objectives.

• Obtain complete insurance information from prospective clients and business partners who are acting on behalf of their clients.

• Prepare client risk management questions to obtain additional risk information that will be required by insurance carriers.

• Interface with Hub production team and internal Hub support staff to develop a strategy regarding appropriate carrier selection and develop a timeline for proposal delivery to ensure an efficient processing of business.

• Work closely with our insurance carriers to obtain the most appropriate client terms, conditions and pricing for their needs.

• Prepare and/or present accurate proposals to prospects and clients. Close sale.

• Prepare accurate and complete applications on new and renewal business, including narrative describing all operations of the risk. Collaborate on preparation of marketing submissions for new business.

• Work closely with commercial producers who may be connected with these accounts and keeping them apprised of major issues and issuance of coverage for their client referrals.

• Coordinate onboarding and the service transition to either the Private Client Group service team or Middle Market service team.

• Collaborate with Account Manager to design and maintain appropriate insurance programs for existing accounts.

• Assist with annual insurance reviews when required.

• Assist in collecting money, arranging satisfactory financing or canceling coverage.

• Maintain production reports and attend sales meetings as required.

• Manage inside sales technical staff and other inside sales team members to ensure the efficiency and effectiveness of the inside sales team.

• Manage weekly status reports to ensure the timely delivery of proposals to clients and business partners.

• Coordinate team training (carrier, sales, team dynamics) to ensure personal development and thought leadership in the industry which benefits both team members and our clients.

• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to client needs and Hub growth and profit objectives.

• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

• Other responsibilities as assigned by Manager.

Qualifications:

• Five years of related experience with high net worth personal insurance accounts.

• Thorough knowledge of personal lines coverages and markets with particular knowledge of the high valued market place.

• Producers license.

• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.