Key skills
CCommunication
About this role
Role Overview
- Provide professional stewardship including annual exposure reviews ensuring clients are adequately protected
- Conduct thorough assessments of a client's assets and potential risks
- Provide recommendations for appropriate insurance coverage
- Maintain strong relationships with clients and keep them updated on market changes
- Manage the renewal process to ensure maximum retention and recognize cross sell opportunities
- Deliver outstanding customer service by providing professional, timely and accurate communication
- Resolve complex service or coverage related issues
- Maintain complete and accurate client and policy data within the management system EPIC
Requirements
- 5
- 7 years personal lines insurance experience; preferably working with HNW/Private clientele
- Property & Casualty (P&C) License
- Proficiency in Microsoft Office-Word & Excel
- Excellent verbal & written communication skills
- Detail oriented, highly organized and ability to meet deadlines
- Customer service oriented with strong problem-solving ability.
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage