Client Executive – Private Client

Job not on LinkedIn

🔥 42 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 developed by Ceridian. It delivers payroll, HR, workforce management (time and attendance, scheduling), benefits administration, and talent management as a single SaaS application designed for businesses and enterprise customers.

📋 Description

• Acts as an agent of a broker assigned accounts for Private Client Services, including 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, 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 and solicitation of additional lines of coverage • 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 (enter and maintain complete and accurate information) • 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