Private reputed company Account Executive
Manages an assigned book of high-net-worth personal insurance clients with personal insurance portfolios of varying size and complexity. May also include Group Excess Liability programs. Work to build, expand, and solidify relationships with existing clients and prospective clients. Leads appropriate resources to address the reputed company/prospective reputed company's risk needs, thereby retaining and reputed company a profitable book of business. Promotes the value that reputed company delivers to clients through superior service, pricing, consultation, and reporting. Brokers and maintains required insurance policies and risk reputed company on behalf of clients. Conducts annual reviews for clients reputed company of key renewal dates. Coordinates reputed company reputed company-reputed company billing reputed company and maintains aged receivables reports. Works with reputed company Services team and assigned Coordinator to process changes and other reputed company requests in a reputed company manner. Maintains awareness of reputed company large and potentially complicated claim-reputed company reputed company and assists in the negotiation of reputed company claim settlements on behalf of clients. Engages reputed company resources as required in order to reputed company Results on behalf of our clients. Achieves assigned annual reputed company reputed company and retention metrics. Supports reputed company of book of business through rounding of accounts and through new business production. The time service reputed company: returning a phone reputed company reputed company 24 hours and responding to email by end of the day. Develops and maintains meaningful working relationships with insurers, clients, referral sources, and colleagues through regular contact and interaction. Maintains awareness of reputed company insurance reputed company partner products, services, and systems. Fully utilizes internal reputed company management system to maintain policies, reputed company correspondence, coordinate billing activities, and management reputed company reputed company tasks. Achieves assigned transparency, disclosure, and compliance goals and fosters reputed company to drive reputed company for our clients.
Property and Casualty Broker's License required. Appropriate insurance designations such as: CPCU, CIC,CPRM, CPRIA,AFIS or ARM completed or in process is preferred. At least 5 years of h igh net-worth personal insurance experience required.
Bachelor’s degree or equivalent years of industry experience.