Private Client Account Executive

Responsible for driving new business development and revenue growth within the Personal Lines division, writing new business in the Private Client space, developing tailored insurance and risk management strategies, and ensuring an exceptional client experience throughout the insurance lifecycle.

Responsibilities

Sales & Business Development

• Drive new business within the Private Client segment through proactive prospecting, networking, referrals, and opportunities generated via branch and internal partner channels.
• Actively manage the sales pipeline to consistently achieve or exceed individual production and revenue targets.
• Prepare and present tailored insurance solutions to prospective clients.
• Build and nurture referral networks with centers of influence (e.g., wealth advisors, real estate professionals, mortgage brokers, notaries) to generate qualified leads and deepen c...