Client Executive – Private Client Services
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Job Description
Private client insurance executive managing broker-assigned accounts, coverage, renewals, and cross-selling. Directing service teams while supporting claims, proposals, premiums, and collections.
Responsibilities:
- Acts as an agent of broker-assigned accounts for Private Client Services, including servicing and/or solicitation activities
- Manages book of business and directs the work of a service team
- Receives and develops new business leads from Producers and identifies cross-sell opportunities
- Handles renewal business and solicits additional lines of coverage
- Evaluates client coverage portfolios to implement cross-selling opportunities
- Services accounts and provides claims support as needed
- Analyzes exposure bases to identify program deficiencies and develops marketing strategies
- Completes applications, obtains quotes, negotiates premiums and commissions, and prepares proposals and presentations
- Binds coverage, identifies deficiencies, and determines appropriate coverage levels
- Meets with clients as needed or directed by the Producer
- Reviews accounting history, responds to inquiries, corrects discrepancies, and contacts clients regarding receivable collections
- Serves as technical expert and assists department members with complex issues
- Handles fee collection and reconciles outstanding balances within 90 days of invoicing
- Maintains complete and accurate agency management system data
- Performs other duties as assigned
Requirements:
- Bachelor's degree or equivalent combination of education and experience
- Eight (8) or more years related work experience
- Private Client experience preferred
- Valid insurance license
- Must continue to meet Continuing Education requirements for license renewal
- 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 to foster teamwork
- Ability to maintain confidentiality
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