CSP-125

Private Client Services Team Leader              

• Handle largest book and largest accounts run a team 5 Account Executive and assistants
• Educate potential and existing high net worth clients on Insurance Programs to meet their needs
• Increased client satisfaction by resolving claim and coverage issues and creative programs
• Arrange, prepare and propose new business prospects and existing client meetings
• Responsible for 96% retention of book of business and for organic growth of book
• Handle complicated detailed claims from report to settlement and subrogation
• Meet with and negotiate high net worth clients new business programs as well as renewal negotiations
• Assist in creating manuscript endorsements and unique program with the company
• Educate, guide Account Executives in Middle Market and VIP Units
• Responsible for support staff performance evaluations

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net