Client Executive - Private Client

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JOB TITLE: Client Executive - Private Client Services DEPARTMENT: Retail P&C / Private Client Services COMPANY OVERVIEW: Venbrook Insurance Services is the retail and benefits brokerage of Venbrook Group, LLC, a holding company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook's team of experts and industry specialists partners with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class commercial property & casualty, employee benefits, and personal risk insurance products and programs. Venbrook and its brands provide a broad range of comprehensive commercial insurance (property & casualty), corporate employee benefits, specialty health programs, personal risk insurance, and risk management solutions to public entities, public and private businesses, governments, institutional and professional organizations, family offices, and high-net-worth individuals. At Venbrook, we envision a world where our clients can confidently pursue their boldest ambitions. Our team of experts leverages agility, innovation, and creative problem-solving to guide our clients through an ever-changing risk environment. We pride ourselves on providing insurance services that allow businesses to make bold decisions, knowing their risks are identified, assessed, and mitigated. Our culture is derived from the people who create it. We are not different in what we do. We are different in how we do it. We believe our clients are our partners, and we earn their trust every day. We believe in empowering our team and holding ourselves accountable to deliver the best solutions. We value agility, versatility, innovation, and creative problem-solving and put our people at the core of everything we do. We offer competitive compensation and a comprehensive benefits package: 401k + employee match Medical, Dental, Vision, Life, and Disability Insurance Paid Time Off (PTO) Paid Holidays Paid Parental leave Paid Sick leave Professional development programs Work-life quality and flexibility Visit us at https://www.venbrook.com/contact-us/careers SALARY RANGE: $90,000 - $105,000 based on skills and experience; position is also eligible for new business commission and cross commission. JOB SUMMARY: Venbrook Insurance Services is seeking an experienced and highly motivated Client Executive to join our Private Client Services team, specializing in high-net-worth personal lines insurance. The Client Executive is responsible for new business development, client acquisition, and building comprehensive insurance programs for affluent individuals and family offices. In this role, you will partner closely with Account Managers to ensure seamless client transitions and an exceptional service experience from prospect to placement. POSITION COMPETENCIES: Client Relationship Management: Builds and sustains trusted, long-term relationships with high-net-worth clients and prospects. Demonstrates discretion, attentiveness, and responsiveness consistent with the expectations of an affluent clientele. Understands client needs holistically and positions Venbrook as a strategic risk partner, not just a policy provider. Business Development & Sales Execution: Proactively identifies and pursues new revenue opportunities through referral networks, centers of influence, and direct outreach. Converts prospects into clients through consultative selling, tailored proposals, and disciplined pipeline management. Consistently meets or exceeds new business production goals. Technical Insurance Knowledge: Demonstrates deep working knowledge of personal lines products including homeowners, auto, umbrella, watercraft, fine art, jewelry, and specialty coverages for high-net-worth clients. Understands carrier underwriting guidelines, coverage gaps, and market alternatives to design comprehensive insurance programs. Proposal Development & Presentation: Constructs well-organized, client-ready proposals that clearly communicate coverage structure, program rationale, and differentiated value. Delivers confident, polished presentations to prospects and senior stakeholders, adapting content and style to the audience. Market & Carrier Relationships: Cultivates strong professional relationships with admitted and non-admitted carriers, managing general agents, and specialty market contacts. Leverages these relationships to negotiate favorable terms, secure capacity, and access programs suited to high-value risks. Strategic Thinking: Analyzes client risk profiles with a forward-looking perspective, anticipating coverage needs and market changes. Identifies growth opportunities within the book of business and contributes to divisional strategy with a long-term view on profitability and client retention. Attention to Detail & Quality: Maintains a high standard of accuracy in proposals, submissions, and documentation. Reviews work products thoroughly to ensure coverage terms,

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