Personal Lines High Net Worth Producer
Novatae Risk Group
- Madison, WI
- Permanent
- Full-time
- Oversee the preparation of submissions to include applications and various support documents.
- Favorable presentation of the account to the insurance carriers, and to proactively work in obtaining a compelling program.
- Utilize your expertise and relationships for high net worth clients
- Market new and renewal business in conjunction with designated sales teams.
- Collect all necessary information and analyze the current program.
- Order applicable underwriting reports as needed.
- Following submissions through the process, ensure quotes are provided in a timely manner.
- Solicit new business through various sales and marketing techniques and begin establishing relationships.
- Coordinate and handle administrative workflows in conjunction with support team(s) to establish accurate and prompt response to service issues.
- Seek opportunities for growth and cultivate new markets and to include organic growth.
- Skilled in business writing and situation analysis.
- Energetic, self-motivated individuals who are goal oriented and can thrive in a team environment and autonomously.
- Strong knowledge and experience with personal lines of property and casualty insurance including coverages, rating, terminology and technical procedures. P&C license / E&S licenses.
- Must be sales driven, “people person” who likes to establish new relationships while learning communication strategies and sales methods.
- A four-year college degree is preferred with 1-3 years of relative experience. Past experience should include either Wholesale Broker or MGA experience.