Account Executive, Private Client Group

Overview

Assured Partners is a leading insurance brokerage that prides itself on delivering more than insurance expertise. Our teams provide the highest level of service, tailored solutions, and forward-thinking risk management strategies that truly set us apart. With a culture based on integrity, collaboration, and technical excellence, we are proud to offer our clients, and our employees, the very best in the insurance industry.

As part of Gallagher, you will be joining a team that delivers more than policies; you will provide proactive risk management consulting, innovative solutions, and an unmatched level of client service.

• The Person al Lines Account Executive is accountable for delivering high quality and efficient service to high net worth clients through the day-to-day account management of an assigned group of accounts.
• The Person al Lines Account Executive directly contributes to key business outcomes such as client retention, client satisfaction, enhancing value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.
• Successfully and profitably manages an assigned group of accounts.
• In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner.
• Secures existing business and drives the sale of additional services and lines of coverage.
• Takes a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in a high quality and timely manner.
• Conduct periodic audits to ensure compliance standards and service levels are met.
• Own all audit, review and claims processes for assigned book of business.
• Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Skilled at forecasting industry trends to predict needed changes in client strategies.
• Review changes in carrier offerings and policies and relay information to the larger service team and directly to clients, in addition to cross selling other lines of business.
• Facilitate and collaborate with account team on the agency’s renewal strategy.
• Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts.
• Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency.

Required: Bachelor’s degree with 3+ years client service and/or claims management experience
-OR
- High School degree/GED with 8+ years client service and/or claims management experience. Producer's License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required.

Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.

Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digit…