Client Relationship Executive

4 days ago

Poughkeepsie, United States Disability Solutions Full time

Description:

Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based compensation.


Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales Executive. Proactively contact clients to set up appointments as needed for service timeline and coordinate
stages of the timeline with Sales Executive and client.
Be proficient with all value-added tools and resources.
Manage the renewal process as established by the agency.
Utilize Image Right to save appropriate documentation and maintain/update tasks.
Work closely with clients to maintain and build relationships.
Conduct Open Enrollment and Client meetings. Review all applications, policies, endorsements, and audits for accuracy with Client Service Specialist and Sales Executive (if applicable).
Prepare account summaries as required.
Deliver policies and related documents to insured as needed.
Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
If applicable, keep Sales Executives and management fully informed of all-important activities on their perspective accounts.
Round out accounts through quotation of lines not currently written through our agency.
Refer clients and prospects to other divisions of Marshall & Sterling.
Maintain professional accreditation necessary to meet agency standards.
Participate in continuing education programs when available.
Build and maintain a favorable and professional work relationship with other staff members.
Communicate with Supervisor/Manager any issues to ensure excellent customer service.
Adhere to established employee manual policies and guidelines.
Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
Promptly report all E&O claims and potential E&O claims.
Maintain confidentiality in all aspects of client, staff, and agency information.
Perform other duties and projects as assigned.

Requirements:

College degree preferred, high school diploma or equivalent required.

Pursuing or already have an insurance related designation.

Experience and knowledge of Microsoft Office programs.
Knowledge of group benefits and products is essential.
Appropriate state insurance licenses and continuing education required.
Desire for commission-based compensation.
Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the
company in a professional manner.
Demonstrated ability to communicate effectively.
High level of organizational ability with attention to detail.
Valid driver's license and acceptable driving record.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.


The salary range for this position is $60,000 to $100,000, negotiable and based on commission.


The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.



Compensation details: 60000-100000 Yearly Salary



PIe2de2e4b739e-31181-34850712

  • Client Relationship Executive

    3 weeks ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Client Relationship Executive

    4 weeks ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Client Relationship Executive

    1 week ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Client Relationship Executive

    4 weeks ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Client Relationship Manager

    4 weeks ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    Job OverviewWe are seeking an experienced Client Relationship Manager to join our team at Marshall & Sterling Inc.

  • Account Executive

    4 weeks ago

    Poughkeepsie, United States Marshall & Sterling Full time

    Description: Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Client Services

    4 days ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide...

  • Auditing Professional with Growth Opportunities

    4 weeks ago

    Poughkeepsie, New York, United States Keller Executive Search Full time

    About Our ClientKeller Executive Search is a reputable recruitment agency dedicated to providing exceptional talent solutions.

  • CLIENT SERVICE SPECIALIST

    3 weeks ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide...

  • CLIENT SERVICE SPECIALIST

    4 weeks ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide...

  • CLIENT SERVICE SPECIALIST

    1 month ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide...

  • CLIENT SERVICE SPECIALIST

    4 weeks ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the...

  • CLIENT SERVICE SPECIALIST

    1 month ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the...

  • CLIENT SERVICE SPECIALIST

    3 days ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the...

  • Insurance Client Service Specialist

    7 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    Job Summary">This is an exciting opportunity to join Marshall & Sterling Inc as a client service specialist, where you will play a vital role in delivering exceptional service to our clients. As a key member of our team, you will be responsible for providing timely and professional support to our clients, ensuring their needs are met and exceeded.About the...

  • Certified Public Accountant Professional

    3 weeks ago

    Poughkeepsie, New York, United States Keller Executive Search Full time

    About This RoleWe are seeking a detail-oriented and ambitious Certified Public Accountant to join our team in Poughkeepsie. If you're passionate about providing top-notch audit services and enjoy working in a collaborative environment, we encourage you to apply.This role is perfect for those looking to grow their career as an accounting professional. As a...

  • Client Services Coordinator

    7 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    Job TitleAssistant Client Services SpecialistAbout Marshall & Sterling Inc.We are a leading provider of insurance and financial services. Our team is dedicated to delivering exceptional customer experiences.Job DescriptionKey Responsibilities:Provide administrative support to the department, ensuring prompt and efficient assistance according to agency...

  • Private Client Financial Advisor

    1 month ago

    POUGHKEEPSIE, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

  • Client Services Coordinator

    6 days ago

    Poughkeepsie, New York, United States Marshall + Sterling Inc Full time

    Join Marshall + Sterling Inc. as a Client Services Coordinator to provide exceptional administrative support and ensure the smooth operation of our department.Job DescriptionAs a key member of our team, you will be responsible for providing prompt and efficient assistance with administrative functions, mail, phone, receptionist, backup, and other tasks.You...

  • Assistant Client Services Specialist

    1 month ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Provide superior service and administrative support for department.• Provide prompt and efficient assistance according to agency procedures and guidelines in the completi on ofadministrative functions, mail, phone, receptionist, backup etc.• Work in conjunction with Client Service Specialist or Sr. Client Service...