Client Services Executive - Private Client Group

Job Description

Job Description

Major Duties and Responsibilities :

Client Service & Growth / Account Executive :

• Coordinate the preparation of effective proposals for Producer to use for renewal / new business. Accompany Producer (as needed) when making proposals and make proposals without Producer when needed / appropriate.
• Assist Producer with Information Gathering and Underwriting of risks that go into Marketing.  Assist Producer with Binding new accounts with Marketing Team and ensuring post-implementation deliverables are met timely by the team.
• Assist Marketing Team with urgent marketing efforts (as needed).
• Coordinate the renewal process for existing Private Client Insurance accounts, including : Marketing (as needed to assist Client Managers), Renewal / Supplemental application completion and / or review of Schedules of Coverage with insureds, and confirmation of renewal orders from insureds.
• Initiate contact with clients periodically to ensure a high-level of client satisfaction.
• Work with Producer in the evaluation of exposures, loss experience and coverage needs for the clients and prospects.
• Closely work with Client Managers to ensure renewals are actively being reviewed and competitive pricing and terms are offered for existing clients. Follow up on Non-pays as requested by Producer.
• Assist Marketing and Client Managers with maintaining thorough documentation through the use and maintenance of marketing files, good transactional filing notes and telephone logs.
• Work with Claims team to be a liaison during and after claim to ensure high level of client satisfaction.

Business Development :

Requirements :

Note : This job description is not all-inclusive and may be supplemented as business conditions change.

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