Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth
5001 - 10000
September 15
Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth
5001 - 10000
• Fulfill an integral role in administrating resources for Family Office clients • Act as Account manager for a select group of Family Office clients • Build and maintain constructive relationships with customers • Actively service/retain existing accounts and develop new business opportunities • Maintain appropriate system records and document client communications • Schedule Family Office meetings at annual renewal or more frequently • Support Producers through proposals and client follow-up • Respond to client inquiries, service requests and claims issues
• 3 - 5 years’ experience in Private Client insurance with a focus on Family Office • Valid P&C brokers’ license • College degree preferred • Industry specific designations preferred – CISR, ARM, or similar • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
• medical • dental • vision • disability • life insurance • retirement savings • paid time off • paid holidays
Apply NowSeptember 15
10,000+
Manage associate relations and conduct sensitive employee investigations at Saks OFF 5TH.
September 15
1001 - 5000
Manage dealer relationships for Fisher & Paykel appliances in Bay Area.
September 15
201 - 500
Manage sales territory for healthcare solutions at Raintree Systems.
September 14
51 - 200
Manage Account Managers to enhance client relationships and drive growth.
September 13
51 - 200
Manage client engagements for Orijin's educational technology deployments.