The position will provide top quality and timely assistance to ensure accuracy and client satisfaction and will be responsible for but not limited to the below listed responsibilities, as well as to assist in handling miscellaneous activities as needed in the day-to-day operation of Hotaling Insurance Services’ Private Client Division clients.
MAJOR RESPONSIBILITIES
Reviews client exposures, loss experience and current coverage and recommends appropriate products and services. Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks
Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions in a timely manner
Manages client accounts receivables to ensure timely collection of premiums and payments to carriers
Understands, introduces, and leverages the services of Private Client Services Specialty Practices areas, as appropriate, including surplus lines placements
Conduct client annual renewal reviews
Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients
Communicates client’s risk solution and binding instructions to carriers
Accountable for client retention through delivery of exceptional client service
Provide a high level of client service on a daily basis
Experience with AIG, Chubb, Cincinnati and PURE is required
REQUIRED SKILLS/QUALIFICATIONS
Must have a working knowledge of Florida’s regional insurance carriers
Bi-lingual preferred
High School Diploma required / College Degree preferred
5+ years or more of related experience in Private Client/High Net Worth Client Services
Exceptional computer skills (Microsoft Office Suite - Word, Excel, Outlook, etc.)
Ability to prioritize workload according to volume, urgency, and deadlines, etc.
Strong organizational skills and high attention to detail
Work collaboratively with others
Ability to be discrete and maintain confidentiality on a wide range of issues
Strong ability to communicate both verbal and written
Resourceful and proactive
DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Numbers & Facts
Location
Houston, TX
Skills
Accounts Receivableunmatched
Accounts Receivable Managementunmatched
Communication Skillsunmatched
Computer Skillsunmatched
Customer Retention/Renewalunmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Detail Orientedunmatched
Establish Prioritiesunmatched
High Net Worthunmatched
Insuranceunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Multilingualunmatched
Organizational Skillsunmatched
PURE Operating Systemunmatched
Presentation/Verbal Skillsunmatched
Private Client Servicesunmatched
Quality Managementunmatched
Riskunmatched
Sales Managementunmatched
Team Playerunmatched
Time Managementunmatched
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