Account Executive, Private Client Group - AssuredPartners

The Private Client Group, Account Executive works closely with other members of the team to deliver an outstanding customer service experience to our high-net-worth ("HNW") customer base.  In addition to working with our clients, and their advisors, on day-to-day service needs, the Private Client Group, Account Executive is responsible for coordinating the renewal process, organizing client review meetings and negotiating renewals with our carrier partners.  This is an outstanding opportunity for an enthusiastic and motivated individual to work within an established (and growing!) practice group. 

This role is based in New Haven, CT in a new office space with beautiful views, modern furnishings, covered parking, a lobby café, food trucks and easy access to highways and public transportation.  Fred C. Church offers its employees a three-two hybrid office-home schedule.

We invite you to include a cover letter with your application.  No phone calls about the status of this position, please.

• Perform customer service tasks: process policy changes, answer billing and general insurance coverage inquires
• Coordinate the renewal process with other team members including submission compilation, delivering schedules of insurance, scheduling renewal meetings and marketing negotiation with carriers.
• Work with management to continually improve our customer service offering through unique value added services
• Provide proactive risk management advice to current clients
• Identify and close potential cross-sell opportunities
• Analyze exposures, obtain underwriting information and provide appropriate insurance coverages for new and renewal clients
• Respond in a timely manner to client, underwriter and internal department requests
• Prepare comprehensive submissions for marketing
• Know when to escalate issues and ask for assistance
• Coordinate customer service with the Client Executive (producer)
• Prepare accurate policy summaries and claim reports as needed
• Work to achieve best outcomes for both the client and agency
• Document all activity carefully
• Understand the potential for errors or omissions and seeks guidance when necessary
• Continue professional development

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

• Technical knowledge of personal lines insurance products
• Aptitude to understand and analyze personal lines of coverages, forms and policies
• Intermediate user of MS Office products, particularly Outlook, Word, Excel
• Exposure to and/or understanding of the unique needs of private/HNW clientele
• 3+ years of experience handling middle market or HNW insureds
• Experience with HNW insurance carriers preferred
• Hands-on knowledge with Applied Epic, preferred
• Licensed P&C Producer preferred
• Excellent communication skills - both oral and written
• Ability to use technology to manage workflows and client communications
• Outstanding customer service skills
• Sincere interest in solving problems and developing lasting solutions
• Flexible when priorities and deadlines shift, and can juggle multiple assignments
• Adapts to change and manages stressful situations professionally
• Likes to work in and contribute to culture of teamwork and cooperation
• Demonstrates initiative and ability to work independently

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

Fred C. Church Insurance, founded in 1865, proudly joined AssuredPartners at the end of 2021.