Client Executive - Private Client - Entertainment & Sports
About The Position
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.ESSENTIAL DUTIES AND RESPONSIBILITIESReceive 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 appropriate level of coverage;Meet with clients as needed or as directed by Producer;Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections;Serve as technical expert, assist department members to resolve 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);Other duties as assigned.
Requirements
- Bachelor’s degree or equivalent combination of education and experience
- Eight (8) or more years related work experience
- 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
Nice To Haves
- Private Client experience preferred
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 appropriate level of coverage
- Meet with clients as needed or as directed by Producer
- Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections
- Serve as technical expert, assist department members to resolve 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)
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
