Account Executive

Account Executive - Private Client Services (High Net Worth)Department: Private Client ServicesCompany Overview:Venbrook Insurance Services is among the largest insurance brokerages in the U.S. We are a trusted partner to small and medium-size business providing a range of products and services, including accident & health insurance, property & casualty insurance, employee benefits, surety & title insurance, and risk management and protection.Our clients count on us to care for their needs when the unexpected happens. Our culture is derived from the people that create it. We are not different in what we do. We are different in how we do it. Our culture helps us collaborate, unite, and create a diverse workforce. Our people are at the core of our purpose, vision, mission, and values.We offer competitive compensation and a comprehensive benefits package:• 401k + employee match• Medical, dental, vision, life, and disability insurance• Paid Time Off (PTO)• Paid Holidays• Paid Sick leave• Professional development programs• Work-life quality and flexibilityVisit us online at .Job Summary:We are seeking a dynamic and experienced Account Executive to join our Private Client team, focusing on high-net-worth individuals. In this role, you will be responsible for marketing new business, building comprehensive proposals, and presenting these proposals to prospective clients. You will work closely with our existing Account Managers who handle servicing and maintaining our current and future book of business.Key Responsibilities:• Develop and execute marketing strategies to attract high net worth individuals• Build detailed, tailored insurance proposals for prospective clients• Present proposals to prospects, highlighting the value and benefits of our offerings• Collaborate with internal teams to ensure seamless handoff of new clients to Account Managers• Identify cross-selling opportunities within our existing client base• Stay current with market trends and product offerings in the high-net-worth Private Client sector• Maintain strong relationships with insurance carriers and negotiate favorable terms for clients• Achieve and exceed sales targets and contribute to the growth of the departmentQualifications:• Bachelors degree in business, Finance, or related field• 5+ years of experience in personal lines insurance, with a focus on high-net-worth clients• Strong understanding of personal lines products including home, auto, umbrella, and specialty coverages• Excellent presentation and negotiation skills• Proven track record of closing high-value accounts• Strong analytical and problem-solving abilities• Proficiency in CRM systems and Microsoft Office Suite• Active Property & Casualty license requiredDesired Qualities:• Self-motivated with a drive to exceed expectations• Ability to build and maintain relationships with affluent clients• Strong attention to detail and commitment to quality• Excellent time management and organizational skills• Team player with the ability to work independently when requiredThis position offers the opportunity to work with an established book of business and receive quality referrals. You will play a crucial role in growing our high-net-worth Private Client portfolio while our experienced Account Managers focus on servicing and retaining clients. Join our team and help drive the success of our Private Client division!Salary up to $90k + Commission

Created: 2025-01-15