Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a High Net Worth Leader to a specialty insurance partner in the Northeast Region.

Job Summary:

The High-Net-Worth Leader requires a high-level leader to manage the team, manage clients, agency ops, carrier relations, and selling ability along with strong marketing skills. He or She works directly with Account Managers on new business acquisitions and is responsible for negotiating and affecting the acquisition and renewal of HNW Personal Lines’ accounts/clients for the department. The Leader builds strong relationships with clients and carrier personnel to market negotiate and present solutions. This position acts as a resource and mentor for HNW personal lines account managers.

Essential Functions:

• Works closely with Personal Lines team to develop sales and retention strategy
• Excellent presentation and public speaking skills
• Develops leads, attend prospect & client appointments while developing client relationship
• Keeps current with markets, products, and guidelines
• Collects detailed risk and underwriting information
• Prepares submission for the marketing of the accounts
• Prepares quotes and analysis as required
• Prepares and presents new/renewal high quality and accurate proposals to the client for presentation
• Participates in marketing meetings; attends carrier meetings/functions • Identifies and pursues cross sell opportunities
• Develops and maintains open item checklists, timelines, and coordinates meetings to meet the objectives of the client service plans
• Develops strong relationships with clients, carriers, and referral sources (i.e. realtors, mortgage companies, title companies, etc.)
• Continuously networks and identifies opportunities for networking
• Binding and processing of new business
• Open communication with Account Managers and service team regarding pertinent information involving accounts
• Assists in various projects and provide overall support to the sales team Essential Knowledge, Skills, and Abilities:
• Strong negotiation, sales management, organizational, multitasking, motivational, verbal and written, problem-solving, comprehension, and self-discipline skills
• Ability to build good working relationships with clients and team members
• Capable and willing to make sound decisions in unusual circumstances
• Proficient in Microsoft Office Suite, Adobe Pro, and insurance agency management software (EPIC)
• Detail oriented with excellent follow-up
• Flexible and creative thinker regarding continuous improvements in efficiency and processes
• Ability to analyze and evaluate results to choose the best solutions and solve problems on complex issues
• Ability to handle stress of short time constraints and manage change
• Ability to work as part of a team as well as mentor others.

Education and Experience:

• Property & Casualty insurance license is required
• min 10+ years agency experience with strong sales background
• Professional designation such as CPCU, CIC, ARM preferred
• AMS360 or EPIC preferred Willingness to continue education is essential. All other duties as assigned.