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F9b43495f2cfa6894ee0d117e032c506

VP Private Client Group

ExecuNet Santa Ana, CA Full-Time
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The Vice President is a critical member of each office. The primary focus is on the day to day management of existing client programs including group excess and special markets billing. This position also works with other team members in providing sales support for the acquisition of new customers including underwriting, pricing and proposal preparation. An undergraduate degree and a property & casualty license are requirements of this position. Strong verbal skills and precision in the written word is expected.

The Vice President, as part of the team, will attend outside meetings with marketing partners, client groups, and insurance carriers. This position carries a high potential for promotion within the company. The Vice President is expected to manage a book of business ($4M in premium) with no difficulty in addition to contributing to the sales effort of the office. This person will be the primary contact for the client. They are expected to develop a limited number of relationships and will work independently on assigned accounts.

Requirements

  • P&C license.
  • Familiarity with major markets, such as AIG, Chubb/ACE, and PURE.
  • Strong verbal and written communication skills.
  • Highly professional and self-motivated.
  • Excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriers.
  • Proficiency in Outlook, Word, and Excel.

Preferred Requirements

  • A bachelor’s degree.
  • In addition to familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers, Progressive, and national flood.
  • Comfort with Epic.
 

Recommended skills

Management
Self Motivation
Marketing
Sales
Insurance
Billing
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Job ID: 619732

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