Client Executive – Private Client

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🔥 29 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 for Private Client Services • Servicing and/or solicitation activities • Manages the book of business and directs the work of a service team • Receive and develop new business leads from Producers • 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 • Complete applications, obtain quotes, negotiate premiums and commissions • Prepare proposals and presentations • Bind coverage, identify deficiencies, and determine appropriate level of coverage • Meet with clients as needed or as directed by the Producer • Review accounting history, respond to accounting inquiries, correct discrepancies • Handle collection of fees, reconciling and resolving outstanding balances • Comply with agency management system data standards

🎯 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