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 ...
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