Personal Lines Producer for High-Net-Worth Clients

World Insurance Associates LLC; Hamden (CT); Sur place; USD 60 000 - 200 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401(k) with vesting

Résumé du poste

World Insurance Associates is seeking a Personal Lines Sales Executive (Producer) to build relationships, generate new business, and close personal lines opportunities with individuals and high-net-worth families.

Leverage World’s expansive platform to protect client assets, lifestyles, and legacies while expanding cross-sell opportunities across commercial insurance, employee benefits, retirement plans, payroll, and HR solutions.

Qualifications

• Proven success in business development, consultative sales, and delivering value-driven solutions.
• Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities.
• Experience advising individuals, families, high-net-worth clients on personal insurance and risk management strategies.
• Experience working within an insurance brokerage, personal lines agency, private client practice, or high-net-worth insurance environment is highly valued
• Experience utilizing CRM platforms, preferably HubSpot, and insurance agency management systems such as AMS360, Applied Epic, or similar tools.
• Must obtain and maintain all required insurance licenses and regulatory requirements necessary to perform the responsibilities of the role.
• Self-motivated, results-oriented professional with the ability to manage complex sales cycles and cultivate long-term client relationships.
• Willingness to leverage World’s broad platform and collaborate with internal specialists to deliver comprehensive solutions that support clients’ evolving insurance, risk management, employee benefits, retirement and financial service needs.

Responsabilités

• Identify, prospect, and cultivate new business opportunities, with an emphasis on Personal Lines and High-Net-Worth (HNW) accounts.
• Develop and execute effective sales strategies to move prospects through the sales pipeline and successfully close new business opportunities.
• Maintain accurate and up-to-date records within HubSpot and fully leverage the platform to manage opportunities, pipeline activity, and client relationships.
• Deliver comprehensive personal insurance and private client solutions by utilizing World’s broad portfolio of services, including homeowners, automobile, umbrella, valuable articles, excess liability, and specialty coverages.
• Build long-term client relationships by identifying cross-selling opportunities and introducing additional solutions that support clients’ evolving personal needs.
• Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and coordinating internal resources to develop customized insurance and risk management strategies and solutions.

Description du poste

World Insurance Associates is seeking a Personal Lines Sales Executive (Producer) to build relationships, generate new business, and close personal lines opportunities with individuals and high-net-worth families.

Leverage World’s expansive platform to protect client assets, lifestyles, and legacies while expanding cross-sell opportunities across commercial insurance, employee benefits, retirement plans, payroll, and HR solutions.