Account Manager, Private Client Services - RF (San Francisco)

  • Address:San Francisco, CA 94102 (map)
  • Date Posted:08/24/16
  • Job Type:Full-time
  • Description:
  • Account Manager, Private Client Services - RF****************Must be a US Citizen or Green Card Holder*************** If the interview questionnaire is completed in detail not just yes and no answers your package can be on the hiring manager’s desk within 24 hour. This is a Hot Job listing they are looking to fill ASAP. The hiring manager uses this questionnaire to determine if he will take the time to review your resume. Do not use a LINKEDIN resume as they do not present a professional image.San Francisco, CAEssential FunctionsClient•Monitors overall client satisfaction and ensures appropriate level of service delivery. Oversees the Client Advisory process and monitors adherence to procedures and guidelines.•Develops service strategies to ensure client’s needs and expectations are met.•Participates in Client Advisory review process and meetings for large clients.•Assists in resolving complex client or underwriting issues.•Working closely with SRC & BDE assigns clients to appropriate Client Advisors based on set standards, client complexity, and skills and experience of individual colleagues.•Develops and supports adoption of practices to improve quality and consistency in the client experience.•Develops and maintains relationships with sales team, clients, carriers, and MMC partners•Identify, develop and nurture new and existing COI relationshipsFinancial•Drives focus on a client-focused sales and servicing environment.•Sets referral, new business and cross-selling goals for Client Advisors and monitors achievement of these goals.•Overseas Client Advisor business plan development. Guides and supports client advisors with business plan implementation and adjustments (as necessary)•Manages accurate monthly team forecastingColleague Capability•Articulates a clear purpose/vision for the team that motivates colleagues and guides their actions/decision making•Directly manages the Client Advisors and Insurance Assistant within the office.•Responsible for hiring/training/onboarding of new hires.•Support a continuous learning culture for all direct reports and seek on-going training opportunities for direct reports.•Sets goals for staff and provides on going high quality feedback and coaching•Conduct performance reviews and participate in compensation evaluation and discussion.•Ensures that all professional standards and guidelines are being met•Builds talent pool/bench strength by identifying high performing colleagues and working collaboratively with each colleague to craft a tailored Professional Development plan•Actively manages underperformers•Shares relevant information with the staff to ensure goal achievement and uses Applied reports to monitor progress towards goals. Measure progress against goal utilizing reports available in Applied.•Direct involvement in day to day matters through observance and maintaining visibility and accessibility for staff.•Directs and manages client assignmentsProcess•Ensures proactive consultation to clients on a regular basis.•Effectively manages weekly, monthly and quarterly reporting requirements.•Ensures all billing is being managed on a timely basis.•Ensures that all workflow, process and procedures are followed.•Ensures that all regulatory requirements are met and complies with all internal policies and procedures, e.g. transparency training. Works with Zone Client Services Manager and PCS Compliance team as necessaryQualificationsEducation:Bachelor's degree requiredExperience:•5+ years of demonstrated Leadership/Supervisory experience required.•Experience managing carrier relationships required.•High Net Worth Personal lines insurance experience strongly preferredKnowledge and skills:•Knowledge of insurance products and industry a plus.•Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office; experience using customer or contact relationship management software strongly preferred, knowledge of Applied is ideal, experience with social media a plus. Should be knowledgeable in the use of intranet and internet applications.Other requirements:•Holds appropriate P&C license.If you do not meet all of the requirements and can not answer all the interview questions with details do not apply for this position. We are looking to fill this position ASAP and want to spend our time promoting candidates who are serious about securing this opportunity. If the interview questions are answered in detail We will have your package on the Hiring Managers desk within 24 hours.********Remember Linkedin resumes do not present a professional image***********************Must be a US Citizen or Green Card holder*****************.Thank you & Good Luck
Ad ID: 45742225
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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