Client Executive – Private Client

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🔥 22 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. It provides payroll, workforce management, HR administration, benefits administration, and talent management in a single, integrated application designed for employers to manage employee lifecycle, payroll, scheduling, and compliance as an enterprise SaaS solution.

📋 Description

• Acts as an agent of a broker assigned accounts for Private Client Services • Manages the book of business and directs the work of a service team • Receive and develop new business leads from Producers or identify and develop cross-sell opportunities • Responsible for renewal business and soliciting additional lines of coverage • Evaluate assigned client coverage portfolio to implement cross-selling opportunities • Service account and provide claims support as needed • Analyze exposure base to identify program deficiencies and develop proper marketing strategies • Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations • Bind coverage, identify deficiencies, and determine the appropriate level of coverage • Meet with clients as needed or as directed by the Producer • Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections • Serve as a technical expert and assist department members in resolving complex issues • Handle collection of fees, reconciling and resolving any outstanding balances within 90 days of invoicing • Comply with agency management system data standards and data integrity

🎯 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