Customer Service Representative in the energy sector handling customer inquiries via phone. Offering support and assistance with a focus on customer satisfaction and team collaboration.
About the role
- Sr. Account Executive in Private Client Group managing high net-worth client insurance programs. Collaborating with carriers and maintaining client relationships with a team-oriented approach.
Responsibilities
- Manage, maintain, and create client programs, including group excess and special markets billing
- Negotiate coverage terms and pricing with carriers
- Work with other team members in providing sales support for the acquisition of new customers
- Assist with underwriting, pricing, and proposal preparation
- Attend outside meetings with marketing partners, client groups, and insurance carriers
- Expected to manage a book of business of approx. 160 accounts and $4M in premium
- Work with internal and external centers of influence to develop new business
- Ability to provide client support, develop and maintain relationships, and work independently on assigned accounts
- Lead by example regarding compliance with set policies
- Works with the Claims Department on relevant claims for assigned clients
- Build and maintain strong relationships with carriers, and clients through regular contact and client visits
Requirements
- P&C license required upon hire
- P&C Account/Client Management experience in Personal Lines and high net-worth/PCG clients
- Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati Financial
- Strong verbal and written communication skills
- Highly professional and self-motivated
- Excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriers
- Proficiency in Outlook, Word, and Excel
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
Job title
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Experience level
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Degree requirement
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