Premier Customer Service Role:
- 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.
