Private Client Account Executive
Questa offerta fa per te?
Crea il mio CV Crea il tuo CV e scopri la tua percentuale di corrispondenza con questa posizione — e con tutte le altre.
Segui le tue candidature da mobile L'app gratuita Whileresume, su iPhone e Android.
La posizione
Manage and maintain client insurance programs as the primary liaison between clients and producers, ensuring accurate documentation and timely service.
Lead new business placement and cross-sell opportunities to sustain and enhance client coverage.
Prepare renewal materials, Acord applications, and binders; price policies using carrier sites and rating tools.
Oversee billing activities, AR, and premium payments; resolve accounting discrepancies and ensure policy delivery.
Coordinate client meetings (renewals, mid-year reviews, claims discussions), mentor teammates, and negotiate with carriers on terms and cost.
Maintain knowledge of policy forms and endorsements, identify coverage gaps, and stay current on carrier plans while meeting client needs.
Lead new business placement and cross-sell opportunities to sustain and enhance client coverage.
Prepare renewal materials, Acord applications, and binders; price policies using carrier sites and rating tools.
Oversee billing activities, AR, and premium payments; resolve accounting discrepancies and ensure policy delivery.
Coordinate client meetings (renewals, mid-year reviews, claims discussions), mentor teammates, and negotiate with carriers on terms and cost.
Maintain knowledge of policy forms and endorsements, identify coverage gaps, and stay current on carrier plans while meeting client needs.
Vedi l'annuncio completo
Mansioni, profilo, competenze e vantaggi — crea il tuo account gratuito.
o
Hai già un account?
AccediQueste offerte potrebbero interessarti
Nessuna offerta davvero simile per ora — ecco le più recenti.