Client Executive

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🔥 43 minutes ago

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🏢 Enterprise

💰 $1G Post-IPO Debt - Dayforce on 2024-03

HR Tech • SaaS • Enterprise

Dayforce is a cloud-based human capital management (HCM) platform (from Ceridian) that unifies payroll, HR, benefits, workforce management (time and attendance, scheduling), talent management, and analytics into a single SaaS application. It is designed for enterprise customers to manage payroll and workforce processes in real time, support compliance, and optimize labor across organizations.

📋 Description

• Acts as an agent of a broker assigned accounts for Private Client Services • Receives and develops new business leads from Producers • Responsible for renewal business and soliciting additional lines of coverage • Evaluates assigned client coverage portfolio to implement cross-selling opportunities • Services account and provides claims support as needed • Analyzes exposure base to identify program deficiencies • Completes applications, obtains quotes, negotiates premiums, and prepares proposals • Binds coverage, identifies deficiencies, and determines the appropriate level of coverage • Meets with clients as needed or directed by the Producer • Reviews accounting history, responds to accounting inquiries, corrects discrepancies • Serves as a technical expert and assists department members in resolving complex issues • Handles collection of fees, reconciling and resolving outstanding balances • Complies with agency management system data standards • Other duties as assigned

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Eight (8) or more years of experience in the Private Client/High Net Worth insurance space required • Private Client experience required • Valid insurance license required • Must continue to meet Continuing Education requirements for license renewal • Proficient in Microsoft Office Suite • Knowledge of a wide array of private client customizable coverages • Excellent verbal and written communication skills • Good problem-solving and time management skills • Good planning, organizational, and prioritization skills • Strong interpersonal skills • Ability to build trust and de-escalate concerns • Ability to work within a team and to foster teamwork • Ability to maintain confidentiality