Job Description
- Job Description:
- Support Account Executives with day-to-day servicing of Private Client accounts, including processing endorsements, renewals, certificates, and policy changes.
- Assist in preparing Private Client proposals, presentations, and coverage summaries.
- Maintain accurate and up-to-date Private Client records in Applied Epic, ensuring all documentation is complete and compliant.
- Liaise with carriers (AIG, Chubb, Cincinnati, PURE, Travelers, Safeco and E&S markets) to obtain quotes, bind coverage, and resolve service issues for Clients.
- Track and follow up on outstanding items, such as underwriting requirements, payments, and policy documents for Private Client accounts.
- Respond to client inquiries regarding billing, coverage, and claims status, escalating complex issues to Account Executives as needed.
- Coordinate with internal teams to ensure timely delivery of client materials and communications.
- Monitor renewal timelines and assist with renewal processing to ensure no lapses in coverage.
- Contribute to process improvements and team efficiency initiatives.
- Provide backup support to other team members during peak periods or absences.
- Requirements:
- Minimum 3 years’ experience in personal lines insurance, preferably with High Net Worth Private Clients.
- Hands-on experience with at least two of the following carriers: AIG, Chubb, Cincinnati, PURE.
- Familiarity with the E&S (Excess & Surplus) market.
- Proficiency with Applied Epic agency management system.
- Excellent written and verbal communication skills.
- Outstanding attention to detail, organizational, and multitasking skills.
- Team-oriented mindset with a proactive approach to problem-solving
- Benefits:
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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