Private Client Account Executive – Personal Lines

The Opportunity

The Private Client Account Executive is responsible for driving new business development and revenue growth within our Personal Lines division. This role is accountable for writing new business in the Private Client space, developing tailored insurance and risk management strategies, and ensuring an exceptional client experience throughout the entire insurance lifecycle.

Key Responsibilities

Sales & Business Development

• Drive new business within the Private Client segment through proactive prospecting, networking, referrals, and opportunities generated via branch and internal partner channels.
• Actively manage the sales pipeline to consistently achieve or exceed individual production and revenue targets.
• Prepare and present tailored insurance solutions to prospective clients.
• Build and nurture referral networks with centers of influence (wealth advisors, real estate professionals, mortgage br...