Offer summary
Qualifications:
Minimum 5 years’ experience with High-Net-Worth clients, Valid State PC brokers’ license, Preferred designations: CISR, ARM or similar, Proficient in AMS 360 and Work Smart, Extensive knowledge of Personal Lines underwriting.
Key responsabilities:
- Build and maintain customer relationships
- Service/retain existing accounts and develop new business
- Maintain records of communications in AMS
- Support Producers with proposals and client updates
- Respond to client inquiries and provide coverage analysis