Role OverviewResponsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. Supports Producer in soliciting of new business and identifies account rounding opportunities. Provides mentoring to staff to support immediate supervisor.
What You Will Do
Foster and manage overall relationship with clients ensuring retention of business and high satisfaction. Develop new business opportunities for existing clients and prospects. Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
Why It Might Be a Fit
Requires 5+ years of related work experience, valid insurance license, and ability to build trust and de-escalate concerns. Must be proficient in Microsoft Office Suite and have knowledge of private client customizable coverages.
Requirements
- Bachelor's Degree or equivalent combination of education and experience
- Five (5) or more years related work experience
- Valid Insurance License
- Continuing Education requirements for license renewal
Benefits
- comprehensive, high quality employee programs
- competitive financial package
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