Account Manager, Private Client Solutions

THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Navacords commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and grow the PCS book of business with a focus on retention of both personal and commercial YOULL DO:Delivering best in class additional services to clients. Additional services would be defined as those above and beyond normal transactional services provided to personal lines clients;ParticipationingrowthinitiativesonbehalfofthePCSdepartment;Liaise with company underwriters to negotiate best terms for PCS clients when required;Ensurethatstronglong-termcustomerrelationshipsarecreatedbyprovidingvalueaddedservices;Maintain a current knowledge base of insurance products and services with various insurance companies including regular non-standard and high-net-worth markets;AssistingAdvisorswithAccountsReceivableofexistingclientbase;Working with PCS team members to provide an exceptional customer service experience;Works closely with Advisors on all aspects of client service marketing and renewal while adhering to Navacords best practices and standard proceduresWork closely with the Account Assistants to ensure timelines are being met and to review accuracy of documentationManageaccountdocumentation(.)Review clients current coverage and exposures loss experience and analyze risk to determine the product/service requirements when requiredEnsureEPICworkflowsarefollowedincludingmaintainingandupdatingcustomformsEnsureaccurateandtimelyservicingandbillingofaccountsParticipate in training and professional development courses to enhance skills and industry knowledgeOtherdutiesasrequiredWHAT WE REQUIRE: