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Private Client Advisor - Insurance Company - Base Salary to 125k/year - Philadelphia, PA
Job Description
Private Client Advisor - Insurance Company - Base Salary to 125k/year - Philadelphia, PA
- Our client is an insurance company that has been in business for nearly 80 years based in the Northeast suburbs of Philadelphia. They are in the market for a Private Client Advisor with a property and casualty background specifically on the commercial side of business. The company will provide some established accounts but they are looking for a producer that wants to continue to sell as well. The position will work out of the office with occasional travel needed (less than 10%).
Responsibilities:
- Actively manage leads and prospective clients daily and utilize the Agency’s technology for tracking leads, activities, and action items.
- Meet production goals/requirements as set by the Agency
- Researches external information
- Ensure and anticipate accurate and timely servicing of client needs on a diverse book of commercial lines insurance business.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Identify prospective clients, and obtain and maintain data about their financial resources and needs.
- Utilize appropriate resources for initial and ongoing prospect sales meetings and proposals.
- Prepare and conduct sales presentations to prospective and existing customers on new and renewal business.
- Maintain thorough knowledge of market, industry, and economic and administrative trends to better serve customers.
- Design insurance programs, recommend coverages, and change and/or implement client programs.
- Presents the solutions to clients and negotiates compensation effectively.
- Creates a client-specific business plan to ensure growth, retention, and cross-sell goals are met.
- Ensures quality of deliverables and enforcement of critical deadlines through effective communication.
- Leads communication between the client and the service team members.
- Generates accurate budget projections, monitors progress, and provides updates to leadership.
Qualifications:
- 5+ years of experience in P&C insurance specifically commercial based clients
- Property & Casualty License Required
- Strong ability to connect with clients and understand needs
- Ability to work on site in Northeast Philadelphia area, this is not a remote or hybrid position
Compensation:
- Base salary in the 90k - 125k/year range, plus commission
- Benefits
- 401k
- PTO
- Paid holidays
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Additional Information
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