Welcome page Returning Candidate? Log back in! Private Client Group, Account Executive - New Haven, CT Job ID 2024-16815 # of Openings 1 Category Personal Lines Service Office Location 555 Long Wharf Dr Location : Location US-CT-New Haven Overview

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.

What You'll Do Perform customer service tasks: process policy changes, answer billing and general insurance coverage inquiresCoordinate 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 servicesProvide proactive risk management advice to current clientsIdentify and close potential cross-sell opportunitiesAnalyze exposures, obtain underwriting information and provide appropriate insurance coverages for new and renewal clientsRespond in a timely manner to client, underwriter and internal department requestsPrepare comprehensive submissions for marketingKnow when to escalate issues and ask for assistanceCoordinate customer service with the Client Executive (producer)Prepare accurate policy summaries and claim reports as neededWork to achieve best outcomes for both the client and agencyDocument all activity carefullyUnderstand the potential for errors or omissions and seeks guidance when necessaryContinue professional development What's in it For You?

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 DaysHealth 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   What You'll Need Technical knowledge of personal lines insurance productsAptitude to understand and analyze personal lines of coverages, forms and policiesIntermediate user of MS Office products, particularly Outlook, Word, ExcelExposure to and/or understanding of the unique needs of private/HNW clientele3+ years of experience handling middle market or HNW insuredsExperience with HNW insurance carriers preferredHands-on knowledge with Applied TAM, preferredLicensed P&C Producer preferredExcellent communication skills - both oral and writtenAbility to use technology to manage workflows and client communicationsOutstanding customer service skillsSincere interest in solving problems and developing lasting solutionsFlexible when priorities and deadlines shift, and can juggle multiple assignmentsAdapts to change and manages stressful situations professionallyLikes to work in and contribute to culture of teamwork and cooperationDemonstrates initiative and ability to work independently Grow, with us

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! 

 

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About Fred C. Church

Fred C. Church Insurance, an AssuredPartners agency, is one of the largest firms in the Northeast and one of the top 100 full-service brokerages in the United States. We offer property & casualty and employee benefits solutions, risk management consulting services, and private client asset protection. With over 155 years of industry experience, multiple locations throughout New England and Colorado, and 165 full-time insurance professionals, risk consultants, and claims advocates, we deliver a superior customer experience. Through our hands-on approach, strategically developed to identify, assess, and address risk, we provide personal and business clients of any size and specialty with the advice and guidance they need to make informed decisions about their insurance.