Full-time
Client Services Executive - Private Client Group
Posted by Ross & Yerger • Jackson, Mississippi, United States
About the Role
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...
Client Service & Growth / Account Executive:
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