Private Client Sales & Marketing Executive

Ross & Yerger Insurance, Inc.; Jackson (MS); On-site; USD 42,000 - 66,000; Full time

Job summary

Ross & Yerger Insurance, Inc. seeks a highly organized, client-focused professional to support a producer specializing in High-Net-Worth Personal Insurance.

The role centers on new business coordination, proposal development, carrier marketing, and managing the sales process from initial fact-finding through implementation. The ideal candidate will contribute to the growth and visibility of our Private Client Practice Group through client engagement, marketing initiatives, and referral-source

Qualifications

• 3+ years of insurance experience preferred.
• Strong personal lines coverage knowledge.
• Experience with affluent or high-net-worth clients is a plus.
• Excellent communication and organizational skills.
• Detail-oriented with strong project management abilities.
• Proficient in Microsoft Office and agency management systems.
• Commitment to providing exceptional service to clients.
• Willingness to perform in a fast-paced environment.

Responsibilities

• Coordinate new business fact-finding and information gathering for Private Client opportunities.
• Review policies, declarations pages, and supporting documentation.
• Prepare insurance proposals and coverage comparisons.
• Coordinate submissions with carrier partners and underwriters.
• Track quotes, underwriting requirements, and outstanding items.
• Prepare prospect meeting materials and presentations.
• Manage CRM updates and pipeline activity.
• Assist with implementation and onboarding of new clients.

Skills

Insurance experience

Personal lines knowledge

High-net-worth clients

Communication skills

Organization skills

Project management

Microsoft Office

Agency management systems

Customer service

Fast-paced environment

Tools

CRM software

Microsoft Office

Job description

We are seeking a highly organized, client-focused professional to support a producer specializing in High-Net-Worth Personal Insurance. This role is focused on new business coordination, proposal development, carrier marketing, and managing the sales process from initial fact-finding through implementation. The ideal candidate will help create capacity for the producer to focus on client relationships, business development, and growth.

In addition to supporting the sales process, this role will play a key part in the continued growth and visibility of our Private Client Practice Group through client engagement, marketing initiatives, and referral-source development. This aspect of the role is ideal for someone who enjoys combining relationship building, creativity, and organization to help grow a premier Private Client insurance practice.

Private Client Sales Responsibilities:

• Coordinate new business fact-finding and information gathering
• Review policies, declarations pages, and supporting documentation
• Prepare insurance proposals and coverage comparisons
• Coordinate submissions with carrier partners and underwriters
• Track quotes, underwriting requirements, and outstanding items
• Prepare prospect meeting materials and presentations
• Manage CRM updates and pipeline activity
• Assist with implementation and onboarding of new clients

Private Client Marketing Responsibilities:

• Assist in-house Marketing team with the creation and distribution of quarterly client newsletters and communications
• Create and manage content for email campaigns, social media, and agency marketing initiatives
• Identify opportunities to strengthen client engagement, improve retention, and generate referrals
• Help maintain and enhance the Private Client brand across client-facing materials and communications

Qualifications

• 3+ years of insurance experience preferred
• Strong personal lines coverage knowledge
• Experience with affluent or high-net-worth clients is a plus
• Excellent communication and organizational skills
• Detail-oriented with strong project management abilities
• Proficient in Microsoft Office and agency management systems
• Commitment to providing exceptional service to our clients and growing in our firm
• Willingness to perform in a fast-paced environment

Preferred Carrier Experience

• Chubb
• PURE
• Private Client Select
• Liberty Mutual / Safeco
• Travelers
• Farmers/Foremost
• Progressive

What Success Looks Like

• Exceptional client and prospect experience
• Accurate, timely proposals and submissions
• Strong carrier and underwriting relationships
• Sales and relationship development
• Strong desire to grow personally and professionally

If you thrive in a fast-paced, client-focused environment and enjoy being the operational partner behind a growing private client practice, we’d love to hear from you.