Sr. Account Executive - Private Client Services

Responsibilities

• Act as the primary contact with the Producer and/or Client.
• New Business placement and cross selling is conducted as needed to maintain client’s insurance program.
• Initiate correspondence with the marketplace.
• Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program.
• Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through.
• Prepare and obtain pre renewal updates for all clients.
• Create Acord applications, including Supplementals, as needed, for submissions to carriers.
• Utilize carrier websites and/or Silverplume as appropriate to price policies.
• Prepare Proposals or Summaries for renewal terms.
• Issue Acord Insurance Binders for renewal terms if policies are not delivered to clients prior to renewal.
• Initiate Premium payment requests.
• Prepare policies for delivery to client.
• Identify and resolve Accounting discrepancies.
• Create requests for changes to client’s coverages.