Account Manager, Private Client Group
1 week ago
#### How you will Impact PLATFORM
### How you will be Successful
- Ensure PLATFORM’s quality of service standards are always upheld with clients
- Build positive client relationships by providing excellent, responsive service upon request
- Prepare and review client documentation including renewal reports
- Quote and bind coverages for new and existing clients
- Process changes on company portals
- Manage the PLATFORM Personal Group Insurance Program
- Seek ways to upgrade insurance market knowledge, while staying abreast of new products and policy changes
### Education, Experience, and Qualifications
- A minimum of 3 years or relevant experience
- Knowledge of Applied Systems EPIC Broker Management System is preferred
- Knowledge of various company portals
- RIBO License is required
- Strong written and verbal communication skills
- Team orientation with strong interpersonal skills
- Possess excellent organizational skills and attention to detail
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