SUMMARYActs as an agent of broker assigned accounts for Private Client Services, including servicing and/or solicitation activities.

Manages book of business and directs the work of a service team.ESSENTIAL DUTIES AND RESPONSIBILITIESReceive and develop new business leads from Producers, or identify and develop cross-sell opportunities;Responsible for renewal business and soliciting additional lines of coverage;Evaluate assigned client coverage portfolio to implement cross selling opportunities… ...

Source ⇲
globalcareershub.com