Private Client Consultant

Position Details

Job Title: Private Client Consultant

Department: Personal Lines

Division: Private Client

Reports To: Personal Lines Supervisor

Contract: No

FLSA status: Non-exempt

Pay Grade:

Position Description

The Private Client Consultant is responsible for the overall relationship and policy management of our clients. The Private Client Consultant is the primary point-of-contact in our Private Client Team but also works in tandem with team members to deliver exceptional service. This position also creates and finalizes sales opportunities to grow the book of personal insurance business, which can cover an individual’s home, auto, umbrella, personal articles, watercraft, and more.

Primary Responsibilities & Duties

Lead all relationship management efforts of our Private Client confidential clients with a positive attitude & concierge care.

Develop and strategically manage renewal process of client accounts in a proactive and effective manner.

Educate clients on policies, promote and highlight key features, and highlight advantages and disadvantages of provisions.

Meet new business goals by developing and prospecting personal lines’ opportunities

Conduct annual stewardship meetings with clients.

Maintain proactive policy administration and care, such as upkeep of client correspondence and documentation in agency management system

Maintain compliance regulations, such as contract, property, and insurance laws

All other duties as assigned

Position-specific Competencies

Quality Conscious: Ability to achieve thoroughness and accuracy when accomplishing a task. Strong ability to focus and provide thorough attention.

Effective Communication: Can clearly articulate oneself in a professional manner with the ability to read the audience and adapt. Possess the intuition on what information to communicate, feedback to provide, and the right manner of delivery. Practices active listening with patience and can restate opinions accurately, as needed.

Perseverance: Pursues everything with energy, drive, and the need to finish. Seldom gives up, even in the face of resistance or setbacks.

Networked: Well connected. Thrives when interacting with others to exchange information and develop professional or social contacts.

Interpersonal Intelligence : Relates to all different types of personalities and can easy build effective, quality relationships and appropriate rapport.

HBI Competencies

Integrity : Conducts business with the utmost moral decency. A trusted advisor who displays the highest standard of ethics.

Heroic Service : White glove approach to client service and satisfaction. Can anticipate needs, and consistently exceeds expectations.

Teamwork : Works well with others towards a shared goal. Actively participates, shares responsibilities and rewards, and contributes to the effectiveness of the group.

Kindness : Shows concern and consideration for others. Is generous with time, talent, and overall possess a willingness to help.

Qualifications

5+ years’ working with high value home clientele ($1,500,000 & up)

Property & Casualty license required

Bachelor’s degree preferred

Multiline brokerage experience preferred

Extensive knowledge in Personal insurance underwriting and claims processes

Experience consulting on the complexities of client lifestyles as it relates to personal lines of insurance

Understanding of tax and legal implications of Personal Lines products

Proficient skills in Microsoft Office products such as Word, PowerPoint, and Excel.

Exposure to Epic or Applied Solutions preferred.

Work Environment

Occasional local travel as necessary

While performing the responsibilities of the job, these work environment characteristics are representative of the environment the job holder will encounter. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job.

EEO Statement

Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.