Licensed Client Executive

Posted yesterday

virtual vocationsDenver (CO)

Insurance Sales AgentsAll Other Insurance Related Activities

SENIORITY

Mid

About the role

Managing a portfolio of Private Client Services accounts, the full-time Licensed Client Executive will handle new business leads, renewals, and cross-selling opportunities while working remotely. Key responsibilities Develop new business leads and manage renewal business for assigned accounts Evaluate client coverage portfolios to identify and implement cross-selling opportunities Provide claims support and serve as a technical expert to resolve complex issues Required qualifications Bachelor's degree or equivalent combination of education and experience Eight or more years of related work experience in Private Client/High Net Worth insurance Valid insurance license with ongoing Continuing Education compliance Proficiency in Microsoft Office Suite Knowledge of customizable coverages for private clients

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.