Client Executive, Private Client Group

New Haven, Connecticut, United States | Personal Lines PCG | Full-time


Position:     Client Executive, Private Client Group
Location:    New Haven, CT


The Private Client Group Personal Lines Producer works independently and with referral sources to identify and call upon affluent prospects in need of sophisticated personal insurance products and risk management solutions. In addition to new business generation, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group.


Primary Responsibilities:

  • Identify prospects for personal insurance products and services from referral sources and existing clients
  • Establish and maintain a strong network of referral sources and centers of influence
  • Work with management to continually improve our customer service offering through unique value added services
  • Provide proactive risk management advice to current clients
  • Participate with support staff in stewardship meetings where appropriate
  • Identify and close potential cross-sell opportunities
  • When needed be involved with more complicated claims situations
  • Work with support team to resolve client issues


Qualifications and Experience:

  • BS/BA degree in Business, Finance, Marketing or another relevant discipline required
  • Must demonstrate successful track record of persuading/influencing others within the private client industry ideally in an insurance brokerage or other financial services based organization
  • Technical knowledge of personal lines insurance products and the unique needs of Private Client/High Net Worth clientele required
  • Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required
  • Demonstrable track record of ability to sell and/or influence others
  • Solid computer proficiency and math skills for use in Excel required


To Apply:

Please include your resume and a cover letter when applying. No phone calls and direct candidates only, please.

Fred C. Church is an equal opportunity employer and values diversity, community, continuous learning and teamwork. All employment is decided on the basis of qualifications, merit and business need. We are committed to creating an inclusive environment for all employees. Come join us!