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  • Virtual ● Req #2141
    Tuesday, June 11, 2024
    SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. Supports Producer in soliciting of new business and identifies account rounding opportunities. Provides mentoring to staff to support immediate supervisor.   ESSENTIAL DUTIES AND RESPONSIBILITIES •    Foster and manage overall relationship with clients ensuring retention of business and high satisfaction. •    Develop new business opportunities for existing ... More
  • Virtual ● Req #1963
    Wednesday, May 8, 2024
    SUMMARY 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 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 ... More