Producer, Private Client Solutions

3 weeks ago


Vancouver, Canada Waypoint Full time
Producer, Private Client Solutions

Waypoint is seeking a driven and dynamic Private Client Solutions Producer to join our team and drive the acquisition of new high-net-worth clients. This role will focus on generating new business, producing revenue, and building strong relationships with clients, including principals of commercial accounts and individuals with prominent business or community affiliations. The Private Client Solutions Producer will work to leverage referrals, grow the Private Client Solutions book of business, and ensure exceptional service. This is an entrepreneurial role ideal for a self-starter who thrives in a sales-driven environment, enjoys taking initiative, and excels at generating new business opportunities.

RESPONSIBILITIES

Business Development & Revenue Generation

  • Actively generate new business by seeking out high-net-worth clients and prospects, leveraging commercial producer networks and industry connections.
  • Lead the development of new revenue streams, focusing on both personal and commercial lines, and ensuring the growth of the PCS book of business.

Client Relationship Management

  • Provide exceptional service to clients by delivering value-added services, such as site visits with executives, insurer inspections, and tailored solutions that go beyond standard transactional services.
  • Create long-term relationships with clients by consistently exceeding expectations and providing tailored solutions for their evolving insurance needs.

Negotiation & Market Positioning

  • Negotiate with underwriters to secure the best terms for PCS clients, ensuring competitive advantages in the market.
  • Collaborate with the PCS team and other departments to implement innovative growth initiatives, marketing strategies, and client acquisition tactics.

Industry Knowledge & Networking

  • Continuously update your knowledge base on insurance products, services, and market trends, with a focus on high-net-worth and non-standard markets.
  • Attend networking events and industry conferences to expand the client base and build a robust referral pipeline.

REQUIREMENTS

  • 2-4 years of experience in personal lines insurance, with a strong focus on new business generation.
  • Experience in high-net-worth insurance or working with affluent clients is a strong asset.
  • Level 2 General Insurance license.
  • Completion of or progress toward CIP or CAIB designation is an asset.
  • A self-starter with a strong drive to identify and seize new business opportunities.
  • Excellent interpersonal skills with the ability to engage and connect easily with high-net-worth individuals and business leaders.
  • Strong organizational skills with the ability to manage multiple priorities and deliver on targets.
  • A sales-oriented, results-driven approach with a relentless focus on producing revenue and achieving goals.

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

Seniority level

Associate

Employment type

Full-time

Job function

Insurance

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