Business Development Executive - Private Client Insurance
Posted Apr 23, 2026 · We last checked this listing on Oct 6, 2026
Likely interview questions for this role
Written from this job description, not a generic list. Each one notes what the interviewer is really checking.
About your past
Tell me about a time you hit or exceeded a new business goal. How did you do it?
What they are checking: A real track record against personal sales goals, which the role measures.
How do you manage a large pipeline of prospects without letting promising ones go cold?
What they are checking: Pipeline discipline and follow-up habits across many potential accounts.
Covering several regions means a lot of remote selling. How do you build relationships without meeting in person?
What they are checking: Effectiveness in a national role focused on new business across regions.
What would you do
Walk me through a sales presentation you would give to a family with three homes and a boat.
What they are checking: Ability to organize a complex personal risk picture into a clear, trustworthy recommendation.
How do you earn trust with a family that values privacy and has been burned by a broker before?
What they are checking: Whether they show the discretion and patience that high-net-worth families expect before trusting a new broker.
How do you hand off a new client to the service team so the experience stays strong?
What they are checking: Responsible transition that protects retention after the sale.
About the work
Private client insurance serves high-net-worth families. How do you find and reach those prospects?
What they are checking: Prospecting through referral sources like wealth advisors, attorneys and CPAs rather than cold lists alone.
What coverage gaps do you most often find in a wealthy family's home, auto, umbrella and collections insurance?
What they are checking: Personal lines expertise, such as underinsured homes, low umbrella limits and unscheduled valuables.
A prospect's home is in a wildfire or coastal area where carriers are pulling back. How do you help them?
What they are checking: Knowledge of hard market conditions and options such as excess and surplus lines or risk mitigation.
Which property and casualty license do you hold, and what keeps your coverage knowledge current?
What they are checking: Licensing status and an ongoing commitment to product knowledge.
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As published by Marsh McLennan.