UNICO Group ยท 13 hours ago
Private Client Advisor
United States
Contract
Onsite
Mid LevelUNICO Group is seeking a Personal Insurance Private Client Advisor responsible for developing and implementing sales strategies to attract and retain high-net-worth clients. The role involves assessing client risks, providing tailored insurance solutions, and maintaining strong relationships with clients and internal stakeholders.
FinanceFinancial Services
Responsibilities
Prospects, qualifies, and closes new accounts meeting UNICO Private Client criteria to meet annual sales goals. Conduct comprehensive needs-based assessments to recommend appropriate insurance coverage
Present and explain options, benefits, and pricing for potential clients
Demonstrates a proactive approach to learning, leveraging internal resources, and utilizing available tools and platforms to ensure the best possible client experience
Develops and nurtures productive relationships with internal stakeholders, fostering an environment of cooperation and teamwork to drive organizational success
Maintain accurate client records in the Agency Management System
Complete all necessary documentation and applications for new policies
Ensure a smooth transition for hand-off to the Private Client Account Manager. In partnership with an Account Servicing team, maintains client contacts ensuring account retention
Stay updated on industry trends, carrier products, and changes in coverage options
Attend community events, networking groups, and industry functions to market yourself. Develop Centers of Influence such as real estate agents, wealth managers, mortgage brokers, car dealerships, jewelers, art galleries, and other referral sources. This should be included in your sales plan
Identifies target industry and/or market segment (i.e. small commercial) to focus network building, prospecting, and development of specialized knowledge and expertise on common coverage situations and industry trends
Sets priorities and manages workflow to ensure efficient, timely, and accurate process of transactions and other responsibilities
Proactively identifies and coordinates cross-selling opportunities to Employee Benefits and Commercial Insurance Departments for solicitation of those lines of business
Qualification
Required
An associate degree or the recognized equivalent in education and experience is required
Prior experience in Private Client personal lines insurance sales
Familiar with major Private Client insurance carriers and underwriting guidelines
Experience using CRM and lead generation tools
Must obtain Property & Casualty License within 30 to 90 days of employment
Must obtain Life, Accident, and Health License within 90 to 180 days of employment
Complies with continuing education requirements for agent licensing as well as professional designations
Keeps informed regarding industry information, new product information, coverages, and technology
High level of acumen for high-net-worth clients
Excellent communication and interpersonal skills
Strong negotiation skills
Ability to assess risk and recommend coverages and solutions
Results driven
Demonstrate strong PC skills including Word, Excel, and Outlook
Knowledge of Agency Management Systems
Must be organized and efficient with verbal and written communication skills
Must have the ability to work with others
Must have a high level of problem-solving skills
Maintain a professional image
Company
UNICO Group
UNICO Group is an insurance company offering insurance and financial solutions.
Founded in 1988
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
N
Neal Lyons
CFO
Recent News
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