High Net Worth Producer

High-Net Worth Producer

We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details.

Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks.

Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future.

We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London.

We are looking for a High-Net Worth Producer to join our team.

As Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to develop client and referral opportunities in our High Net Worth – Private Client Practice area. This role is vital to our success in all our product lines – from personal, commercial, employee benefits, and other coverages. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.

Responsibilities of the Producer role include :

• Previous experience of conducting sales, service, and solicitation of all forms of insurance business
• Knowledge of personal lines insurance with the ability to understand a large number of products and services, and a willingness to learn ongoing
• Maximizing growth and client retention through superior customer service. A consultative approach to selling and a demonstrated ability to broker effectively with clients and insurance companies.
• Generating and pursuing new client opportunities
• Presenting our services and solutions at prospect meetings
• Bringing new business prospects to closure
• Retaining clients by maintaining solid business-to-business relationship
• Cross sell various products as well as developing opportunities for other business lines.
• Outstanding relationship building skills. An existing network of relevant contacts will help you tremendously

In the High Net Worth Producer role, you must be an independent self-starter who is able to sell and develop strong relationships. Pivotal to your success will be your ability to develop relationships with clients from the start, discovering their goals and challenges. In addition, you will need to foster strong working relationships with carriers. This is an excellent opportunity for experienced and novice professionals alike, with a range of 3-15 years of sales experience.

Other requirements of the Producer role include :