Senior Vice President overseeing private banking client relationships at BNY. Focusing on revenue growth, retention, and strategic client objectives.
About the role
- Senior Vice President and Practice Leader managing strategic goals for client service platform at Marsh. Leading a team of insurance and sales professionals across multiple office locations in Illinois.
Responsibilities
- Works with Client Services Director to define and drive team vision and strategic and operational goals
- Designs and executes projects, goals and other initiatives within context of our overall vision and strategy
- Serves as a member of the key management team by utilizing best practices and new ideas with others in the agency
- Fosters innovative thinking and encourages team members to put forth and participate in new ideas
- Manages staff through workload, annual goals and ensures the team remains within expense parameters
- Is responsible for top-line revenue production to hit the annual goal
- Establishes new business revenue and current client retention goals.
- Develops producers in successful strategic networking, association membership, & Trade Show selling
- Executes onboarding process, oversees training and education, and introduces to team members to ensure a smooth transition for new employees
Requirements
- Producers License for Fire/Casualty or Life/Health, as appropriate for role
- 8+ years of experience in sales and/or insurance
- Preferred BS/BA in business, management, or related field
- Proven track record for leading a team to specific goals
- CPCU, CEBE, ARM, or other professional designation
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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