SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. Supports the Producer in soliciting new business and identifies account rounding opportunities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Foster overall relationship with clients, ensuring retention of business and high satisfaction;
• Develop new business opportunities for existing clients and prospects;
• Initiate renewal process for existing clients, and discuss and create renewal strategy;
• Analyze and compare current exposures and develop renewal or new business specifications for marketing;
• Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy;
• Independently review policy and determine appropriate coverage; identify possible deficiencies;
• Review and summarize marketing results and prepare proposals;
• Finalize proposals and presentations;
• Bind insurance coverage and prepare binders and/or delegate certificates issuance;
• Review policies for accuracy and review contracts;
• Prepare summaries and/or schedules of coverage for clients;
• Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact the client on receivable collections;
• Participate in the claims process as directed by management;
• Notify Producer of pertinent information related to client retention;
• Collect fees, and reconcile and resolve any outstanding balances within 90 days of the invoicing date;
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

• EDUCATION / EXPERIENCE
• Bachelor’s degree or equivalent combination of education and experience
• Three (3) or more years of related work experience in Private Client/High Net Worth Insurance
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Proficient in Microsoft Office Suite
• Knowledge of wide array of private client customizable coverages
• Excellent verbal and written communication skills
• Good problem solving and time management skills
• Good planning, organizational and prioritization skills
• Strong interpersonal skills
• Ability to build trust and de-escalate concerns
• Ability to work within a team and foster teamwork
• Ability to maintain confidentiality

#LI-DR2 #LI-REMOTE