Client Coordinator – Private Client Services

Role Overview

• Assist in the development of the Private Client Insurance department through the growth of new business and retention
• Provide prompt, accurate, professional service and sales to clients, producers and carriers
• Manage multiple priorities efficiently
• Communicate with clients in a clear and concise fashion
• Identify issues and implement appropriate resolutions
• Collaborate with other team members and carrier partners for best practice sharing and to increase knowledge base
• Understand the holistic personal lines model and cross sell lines appropriately to mitigate client risks
• Desire for continuous learning to keep ahead of industry trends

Requirements

• High school diploma or equivalent
• Good interpersonal skills and a high sense of urgency
• Be a self-starter and problem solver
• Must be detailed with excellent organizational and time management skills
• Property & Casualty License (required within 3 months of hire)
• CISR designation (required within 3 years of hire)

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities