Private Client Group Account Executive


Position Summary: The Private Client Group Account Executive is responsible for selling property and casualty insurance through relationship building, technical knowledge, and product knowledge to high net worth clients. The position requires a self starter with attention to detail and organizational skills. The position offers unlimited income growth based on gross revenue generated.

Essential Job Duties and Responsibilities:
• Maintain an effective network within the business community and industry
• Identify prospects which meet the Agency’s goals
• Complete, analyze and manage sales contacts
• Research client needs and develop proposal of products and services in an effective manner
• Develop and deliver sales presentations and complete client sales in a professional and effective manner
• Ensure timeframes and deliverables are met in the sales process
• Ensure that post-sale teams provide quality service to all clients
• Attend and actively participate in scheduled office sales meetings, seminars and events
• Participate in sales training events and other professional development courses to enhance sales skills
• Actively participate in renewal process
• Retain client relationships
• Meet monthly sales goals
• Maintain data in contact relationship management system

Skills Required:
• Florida insurance license 2-20
• Bachelors degree
• Excellent and proven communication and business skills with emphasis on organizational selling
• Excellent oral and written communication skills
• Sales aptitude, ability to build and maintain relationships, strategic reasoning and a results-driven approach
• Well developed presentation skills
• Excellent client relations skills
• In-depth knowledge of target market industries
• Ability to travel