THE ROLE The Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Navacord's commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and grow the PCS book of business with a focus on retention of both personal and commercial accounts.
WHAT YOU’LL DO: Delivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients;
ParticipationingrowthinitiativesonbehalfofthePCSdepartment;
Liaise with company underwriters to negotiate best terms for PCS clients when required;
Ensurethatstrong,long-termcustomerrelationshipsarecreatedbyprovidingvalueaddedservices;
Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and high-net-worth markets;
AssistingAdvisorswithAccountsReceivableofexistingclientbase;
Working with PCS team members to provide an exceptional customer service experience;
Works closely with Advisors on all aspects of client service,
marketing, and renewal while adhering to Navacord’s best practices and standard procedures
Work closely with the Account Assistant’s to ensure timelines are being met and to review accuracy of documentation
Manageaccountdocumentation(i.e.,routineinquires,quotes,insurancecontracts,endorsements,cancellations,etc.)
Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required
EnsureEPICworkflowsarefollowedincludingmaintainingandupdatingcustomforms
Ensureaccurateandtimelyservicingandbillingofaccounts
Participate in training and career development courses to enhance skills and industry knowledge
Otherdutiesasrequired
WHAT WE REQUIRE: 2to4yearsofpersonallinesexperienceandEPICbrokeragesoftwarepreferred
ExperienceintheHighNetworthspaceconsideredanasset
Level2GeneralInsurancelicensestronglypreferred
CompletedorworkingtowardsC.I.P.orC.A.I.B.designation
Superbinterpersonalskillsandattentiontodetail
Abilitytobeaselfstarterwithstrongwrittenandoralcommunicationskillsaswellasorganizationalskills
AdvancedskillsinOutlook,Excel,Word