Client Executive (Remote)

About the role

Summary Acts as an agent of a broker assigned accounts for Private Client Services, including servicing and/or solicitation activities. Manages the book of business and directs the work of a service team.

Responsibilities

• Receive and develop new business leads from Producers, or identify and develop cross-sell opportunities.
• Responsible for renewal business and soliciting additional lines of coverage.
• Evaluate assigned client coverage portfolio to implement cross-selling opportunities and solicitation of additional lines of coverage.
• Service account and provide claims support as needed.
• Analyze exposure base to identify program deficiencies and develop proper marketing strategies.
• Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations.
• Bind coverage, identify deficiencies, and determine the appropriate level of coverage.
• Meet with clients as needed or as directed by the Producer.
• Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.
• Serve as a technical expert and assist department members in resolving complex issues.
• Handle collection of fees, reconciling and resolving any outstanding balances within 90 days of invoicing.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

Qualifications

• Education / Experience: Bachelor’s degree or equivalent combination of education and experience. Eight (8) or more years of experience in the Private Client/High Net Worth insurance space required. Private Client Experience Required. Valid insurance license required. Must continue to meet Continuing Education requirements for license renewal.
• Skills: Proficient in Microsoft Office Suite. Knowledge of a 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 to foster teamwork. Ability to maintain confidentiality.

Benefits

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.