Jobs
>
Phoenix

    Private Client Associate - Phoenix, United States - Lafferty Private Client Group

    Lafferty Private Client Group
    Lafferty Private Client Group Phoenix, United States

    5 days ago

    Default job background
    Description

    Job Description

    Job DescriptionDescription:

    Lafferty Private Client Group prides itself in fostering a fun, professional work environment.

    Our team strives for excellence, to exceed client expectations, and to perpetuate an inclusive

    culture where team members are valued.

    The Private Client Associate position provides an opportunity for career development in the

    Personal Lines High-Net-Worth insurance sector. This full-time position provides a hands-on

    learning opportunity that will allow the candidate to work alongside industry professionals. All

    training will be provided on the job; no prior insurance experience is required. The candidate

    will learn how to help clients protect their assets and net worth with insurance coverages. We

    are looking for a candidate with a bachelor's degree who is highly detailed oriented, organized,

    and enjoys learning and interacting with people.

    Requirements:

    ESSENTIAL DUTIES AND RESPONSIBILITIES, including but not limited to:

    Maintain high client retention rate by providing exceptional customer service.

    Address coverage and billing inquiries from clients in a detailed and timely manner.

    Accurately issue endorsements per the request of clients.

    Prepare new business proposals and annual renewal reviews.

    Generate and issue Evidence of Insurance (EOI's) for mortgagees, lienholders, landlords, property managers, etc.

    Create and process lost policy releases (LPR's).

    Utilize public sources to obtain information for quoting purposes, quote new business in high-net-worth carrier systems, and perform re-markets for current clients, as necessary.

    Other duties may be assigned.

    Reasonable accommodation may be made to allow individuals with disabilities to perform the essential job duties and responsibilities.

    EDUCATION and/or EXPERIENCE:

    Bachelor's degree required.

    Must be technically adept with strong computer proficiency in a variety of Microsoft Office applications.

    Demonstrated success in delivering timely customer service.

    Must be highly attentive to details and possess strong organizational skills.

    Accomplished oral and written communication skills.

    Must be able to work in a fast-paced environment with demonstrated ability to prioritize multiple competing tasks.

    Capacity to effectively collaborate in a team environment, while juggling both individual goals and common team goals.

    Must be able to tactfully handle sensitive and confidential client information.

    KEY COMPETENCIES – LANGUAGE, REASONING & MATHEMATICAL SKILLS:

    Ability to analyze and interpret professional articles.

    Ability to write professional business correspondence.

    Ability to clearly and efficiently present ideas and information to colleagues and clients.

    Ability to apply creative problem-solving skills to a variety of new or unknown scenarios.

    Ability to apply basic algebra concepts.

    Ability to decipher the difference between pro-rated and annualized figures.

    Ability to calculate figures including but not limited to commissions, percentages, and proportions.

    CERTIFICATES, LICENSES, REGISTRATIONS:

    Ability to obtain Arizona and California P&C Insurance Producer Licenses within 6 months of hire date.

  • UBS

    Client Associate

    2 weeks ago

    UBS Phoenix, United States

    United States - Arizona · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - Phoenix · **Job Type** · - Full Time · **Your role** · - Are you truly service oriented? Do you know how to take care of people? · - ...

  • WTW

    Associate Client Advocate

    4 days ago

    WTW Phoenix, United States

    The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and ...

  • Sage Counseling Inc

    Client Services Associate

    2 weeks ago

    Sage Counseling Inc Phoenix, United States Part time

    **_Looking to make an impact at an agency that focuses on helping those involved in the criminal justice system? Join SAGE Counseling_** · We are actively looking for a Part-Time **Client Service Associate** to provide support for admitting clients to SAGE through appointment sch ...

  • UBS

    Registered Client Associate

    4 days ago

    UBS Phoenix, United States

    United States - Arizona · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - Phoenix · **Job Type** · - Full Time · **Your role** · - Are you truly service oriented? Do you know how to take care of people? · - ...

  • National Bank of Arizona

    Client Service Associate/teller

    2 weeks ago

    National Bank of Arizona Phoenix, United States

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relatio ...

  • UBS

    Client Associate

    5 days ago

    UBS Phoenix, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of ...

  • UBS

    Client Associate

    2 weeks ago

    UBS Phoenix, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of ...

  • Liveops Agent Services, LLC

    Client Results Associate

    1 week ago

    Liveops Agent Services, LLC Scottsdale, United States

    Are you passionate about providing top-notch support? Liveops is seeking a dedicated individual to be the cornerstone of our agent community's success. As a Client Results Associate, you will be the heartbeat of our operations, offering the first line of support to our independen ...

  • Heritage Family Offices

    Client Relations Associate

    1 week ago

    Heritage Family Offices Scottsdale, United States

    Job description: · Heritage Family Offices, LLP is a multidisciplinary firm comprised of attorneys, CPAs, and financial advisors. By combining multiple professionals, our firm delivers a uniquely comprehensive professional service experience. The CRA role is an essential part of ...

  • Bank of America

    Client Service Associate

    1 week ago

    Bank of America Chandler, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...

  • Randstad North America, Inc.

    Client Relationship Associate

    1 week ago

    Randstad North America, Inc. Phoenix, United States

    · \t. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues. · \t. Follows standardized processes to complete monetary and administrative transaction Relationship Associate, Client ...

  • Coleman Research

    Associate, Client Management

    3 weeks ago

    Coleman Research Phoenix, United States Full time

    Associate-Client Management · at Coleman Research · Phoenix, AZ · The Company: · Coleman Research is trusted by the world's leading organizations to provide insights from hard-to-find experts on various subject matters. As a subsidiary of the leading expert network in Japan, Vis ...

  • UBS

    Senior Client Associate

    5 days ago

    UBS Phoenix, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Senior Client Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparat ...

  • Priority Financial Group

    Client Service Associate

    1 week ago

    Priority Financial Group Phoenix, United States

    The Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client service and operations and involves supporting financial advisors to provide excellent service to them and their clients. · Examples of day-to-day responsibilities ...

  • Guidepoint

    Client Service Associate

    1 week ago

    Guidepoint Phoenix, United States

    OVERVIEW: · At Guidepoint, we're the experts in finding expertise. · Guidepoint connects clients with vetted subject matter experts-Advisors-from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and mak ...

  • Guidepoint Global

    Client Service Associate

    5 days ago

    Guidepoint Global Phoenix, United States

    OVERVIEW: · At Guidepoint, we're the experts in finding expertise. · Guidepoint connects clients with vetted subject matter experts-Advisors-from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and make b ...

  • Randstad

    client relationship associate

    2 weeks ago

    Randstad Phoenix, United States

    client relationship associate - inbound calls. · phoenix , arizona · posted april 11, 2024 · job details · summary · $20 - $23 per hour · temp to perm · high school · category business and financial operations occupations · referenceAB_4512025 · job details · Training hours: Mond ...

  • Inspired Healthcare Capital

    Client Relations Associate

    2 days ago

    Inspired Healthcare Capital Arizona, United States

    We are looking for a Client Relations Associate to join our growing team You will serve as the face of our company to support and educate our investment advisors. · Some of what you'll be doing: · Support financial advisors by identifying and rectifying issues that are not in goo ...

  • Coleman Research Group

    Associate, Client Management

    2 weeks ago

    Coleman Research Group Phoenix, United States

    We are currently seeking new graduates or early career applicants to join our Client Management team in Phoenix, AZ in July 2024. Following the completion of our 12-week Associate Training Academy, you will independently identify and recruit the most Management, Associate, Client ...

  • Coleman Research

    Associate, Client Management

    5 days ago

    Coleman Research Phoenix, United States

    Associate-Client Managementat Coleman Research Phoenix, AZThe Company:Coleman Research is trusted by the world's leading organizations to provide insights from hard-to-find experts on various subject matters. As a subsidiary of the leading expert network in Japan, VisasQ, with of ...