Description

• Work with assigned Premier Underwriter(s) to acquire and retain High Net worth Client's policies and Family Office clients.
• Provide a total service for assigned clients, working with designated key contacts across all internal departments within Operations.
• Coordinate total service for assigned accounts, working with designated key contacts in all departments in Operations.
• Provide quote options for new and renewal business via excel spreadsheets.
• Prepare quote proposals.
• Manage and prioritize all account requests in order to meet demanding deadlines.
• Create spreadsheets for agents to organize client information.
• Identify additional service options for Premier clients.
• Act as a resource to internal and external clients.
• Understand business and marketing concepts as they relate to the Premier strategy.
• Demonstrate flexibility with work hours based on business needs.
• Assist with special training requests as needed.