Position Overview
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 c...