- You’re a high level, key member of the Phoenix high net worth personal lines division. Private client group is a core business in this office.
- The team dynamic is close knit, super professional and ‘all hands on deck’. Everyone has the chance to play a part in interacting with clients, handling marketing, getting involved in the sales process and so on.
- Client Management-Customer Service is your #1 priority.
To Be Considered for The Personal Lines Account Executive- Private Client Group Role:
- Experience in High Net Worth personal lines insurance is paramount. Examples include Account Manager, Account Executive or Producer (at an insurance agency) and Underwriter or Marketing (HNW insurance company).
- Technical proficiency with rate, programs, coverage, exclusions and carriers in Private Client Group personal lines insurance.
- You want a client consulting/client management position rather than sales/production.
**A Bachelor's degree is required.
About the Organization
A Top 20 Broker, this insurance firm has built a platform around comprehensive product offerings and white glove service which is perfectly suited to an affluent clientele. They excel in connecting the dots between offices, practice groups and clients to source new business. In fact, it’s their strength in corporate benefits, financial advising and wealth management that propels the Phoenix group into high net worth circles.