Sterling Seacrest Pritchard, Inc
About the Organization
At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second.
We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Category
Insurance
Description
Private Risk - Client Service Executive
The Private Risk - Client Service Executive plays a crucial role in our organization, driving the conversion of prospects into clients and ensuring a comprehensive insurance portfolio is tailored to meet client needs. This role requires strategic thinking, client education, and a deep understanding of underwriting and quoting processes. As a key team member, the PRC will also support colleagues, develop client proposals, and manage the onboarding process.
WHAT YOU'LL DO (Essential Job Tasks)
As a Client Service Executive , you will:
Client Conversion & Management
Learn more about what we do:
We are Selfless , Stewards of our Partnerships .
We have a fantastic culture...
And we're here to support you!
PERKS/BENEFITS
Position Requirements
Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.
Full-Time/Part-Time
Full-Time
Shift
-not applicable-
City
Atlanta
State
Georgia
Position
Client Service Executive - Private Risk
Exempt/Non-Exempt
Exempt
Open Date
7/22/2025
This position is currently accepting applications.
At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second.
We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Category
Insurance
Description
Private Risk - Client Service Executive
The Private Risk - Client Service Executive plays a crucial role in our organization, driving the conversion of prospects into clients and ensuring a comprehensive insurance portfolio is tailored to meet client needs. This role requires strategic thinking, client education, and a deep understanding of underwriting and quoting processes. As a key team member, the PRC will also support colleagues, develop client proposals, and manage the onboarding process.
WHAT YOU'LL DO (Essential Job Tasks)
As a Client Service Executive , you will:
Client Conversion & Management
- Convert prospects into clients through strategic engagement and tailored solutions
- Master the rating and quoting processes with all carriers to provide accurate and competitive offers
- Maintain comprehensive knowledge of underwriting appetites to align client needs with appropriate carriers
- Create detailed proposals for prospective clients and present new business opportunities effectively
- Manage the referral process to maximize client acquisition and retention
- Oversee the client onboarding process, ensuring a seamless transition and satisfaction
- Educate prospects and clients on the value of a well-structured insurance portfolio
- Assist the team with remarketing efforts to enhance client retention and satisfaction
- Establish and maintain strong working relationships with underwriters to facilitate smooth operations
- Act as a supportive team player, offering assistance and collaborating with colleagues as needed
- Provide feedback and share knowledge with team members to foster a collaborative work environment
- Property & Casualty (P&C) license required
- Ability to work autonomously while effectively managing tasks and responsibilities
- Excellent verbal and written communication skills to interact with clients and team members
- Strong organizational skills with effective planning and time management capabilities
- Proven ability to negotiate effectively with prospects, clients, and carriers
- Proficiency in understanding and applying underwriting appetites and rating processes
Learn more about what we do:
We are Selfless , Stewards of our Partnerships .
We have a fantastic culture...
And we're here to support you!
PERKS/BENEFITS
- Unlimited PTO
- Health Insurance (Medical/Dental/Vision)
- Safe Harbor 401K (We contribute 3% regardless of whether you do!)
- Dress For Your Day
- Flexible Work Schedule
- Clear Growth Path
- In-House Continuing Education
- Team Outings & Events
- Community Outreach
Position Requirements
Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.
Full-Time/Part-Time
Full-Time
Shift
-not applicable-
City
Atlanta
State
Georgia
Position
Client Service Executive - Private Risk
Exempt/Non-Exempt
Exempt
Open Date
7/22/2025
This position is currently accepting applications.