- Communicate with clients regarding their policy(ies), document the detailed records of the communication in the client management program, and provide resolution to the client's concern.
- Document and process endorsements -
- Follow up with the necessary contacts on items needed in order for policies to be issued
- Prepare documents for presenting risks to market
- Maintain a concern for timeliness and completeness when interacting with clients, the firm,
and insurance company partners to minimize potential for errors and omissions claims - Record surplus lines taxes and payables
- Complete special projects as assigned
- Look for opportunities to improve the firm, business segment and processes
- Bring issues and discrepancies to appropriate leadership
- Current State Insurance License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
- Intermediate knowledge of Microsoft Word and Excel.
- Ability to learn appropriate insurance company and firm software programs, including but not limited to Epic and PowerPoint.
- Capable of typing a minimum of 55 words per minute.
- Excellent written and verbal communication skills.
- Takes initiative to contribute as a proactive and determined professional.
- Uses accuracy and thoroughness while completing job responsibilities.
- Demonstrates the firm's behavioral tenets, exuding behavior that is aligned with the corporate culture.
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Laborist for well respected North Atlanta practice
Found in: Recruitics US JB C2 - 2 weeks ago
Avery Poe Atlanta, United States Full timeAre you interested in joining a thriving, rapidly growing, and innovative private OBGYN practice in North Fulton County? If so, we have the perfect opportunity for you. We have served this community for over 20 years. Our practice offers a spectrum of healthcare options, from hol ...
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Personal Lines Insurance Producer/Business Development
Found in: Appcast Linkedin GBL C2 - 1 day ago
QUAD, a SolomonEdwards Company Atlanta, United StatesPersonal Lines Insurance Producer/Business Development (High Net Worth/Private Client) · Location: (REMOTE) · Salary: $100,000k - $150,000k (depending upon experience) + benefits · Summary: · Our client, a top 25 Property & Casualty Insurance Broker, is seeking an experienced Per ...
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Senior Director, Head of Transformation for Professional Services
Found in: ClickTrader US C2 - 2 weeks ago
FIS Global Atlanta, United States OTHERPosition Type : · Full time Type Of Hire : · Experienced (relevant combo of work and education) Education Desired : · Bachelor of Business Administration Travel Percentage : · 15 - 25%Job Description · The Capital Markets business at FIS is a $3bn high growth segment deliveri ...
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sr. manager, treasury management sales
Found in: MyJobHelper US C2 - 2 days ago
Synovus Financial Corp. Atlanta, GA , USA, United StatesJob Summary · Plays a key role in the development of Treasury Management Consultants (TMC), Associates, and other partners delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. Develops partnerships with line of business leader ...
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Compliance, Private Wealth Management Compliance, Associate
Found in: Lensa US 4 C2 - 5 days ago
Goldman Sachs Group, Inc. Atlanta, United StatesGLOBAL COMPLIANCE · Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm's culture of compliance. Compliance accomplishes these through the firm's enterprise-wide compliance risk management pro ...
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Senior Investment Analyst
Found in: Appcast Linkedin GBL C2 - 2 days ago
Waverly Advisors, LLC Atlanta, United StatesWaverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth ...
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Wealth Management Advisor II
Found in: Lensa US 4 C2 - 1 day ago
Fifth Third Atlanta, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...
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Wealth Management Advisor II
Found in: Lensa US 4 C2 - 3 days ago
Fifth Third Atlanta, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...
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IT Audit Manager
Found in: Lensa US 4 C2 - 13 hours ago
Frazier & Deeter Atlanta, United StatesJoin Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, L ...
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IT Audit Manager
Found in: Lensa US 4 C2 - 6 days ago
Frazier & Deeter Atlanta, United StatesJoin Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, L ...
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Sr. Manager, Treasury Management Sales
Found in: MyJobHelper US C2 - 1 day ago
Synovus Atlanta, United StatesAlternate Location · Downtown Fort Lauderdale(FL23) - FL265, Downtown Tampa (FL07) - FL268, Shades Creek-MO (FL02) - AL087, Columbia Main Office (FL15) - SC072, Office Space (FL01) - NC007, Orlando Office (FL01) - FL223, Meeting Street Branch (FL02) - SC069 · Job Description · ...
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Buyer
Found in: Appcast Linkedin GBL C2 - 1 day ago
The Athlete's Foot Atlanta, United StatesBuyer · Effectively plan to ensure that top line sales goals and bottom line profit goals are met by overseeing the execution of brand strategies. · Direct assortments that support the needs of the customer and the financial objectives of the merchandising division. · Procures me ...
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Lead Construction Estimator
Found in: Lensa US 4 C2 - 5 days ago
Brooks and Freund LLC Atlanta, United StatesJob DescriptionJob Description · Brooks & Freund is on the hunt for a dynamic Lead Estimator. If you have a knack for construction estimation and are seeking an exhilarating workplace, dive into the details below: · Responsibilities: · Obtain bids on projects from Subcontracto ...
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Trial Attorney II
Found in: Appcast US C2 - 5 days ago
Tailored Management Atlanta, United StatesRole: Trial Attorney II · Pay Rate: $46.03/per hour · Location of Assignment: Hybrid Clairmont Road Georgia, Atlanta · Schedule: Monday – Friday, Standard Business Hours · Contract Length: 3 months, opportunity for extension/conversion pending performance and business need · Targ ...
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Financial Controller
Found in: Appcast Linkedin GBL C2 - 4 days ago
Air Partner Atlanta, United StatesAre you a qualified accountant with post-qualified experience? Are you always striving to simplify and streamline business processes? Do you have experience with continuous improvement whilst leading and motivating a finance team? If so, we want to hear from you Air Partner are s ...
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water management resiliency intern
Found in: MyJobHelper US C2 - 2 days ago
Arcadis Global Atlanta, GA , USA, United StatesArcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. · We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With ...
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Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst
Found in: Lensa US 4 C2 - 22 hours ago
Goldman Sachs Group, Inc. Atlanta, United StatesYOUR IMPACT · Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our busin ...
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Director, Infrastructure and Project Finance
Found in: Lensa US 4 C2 - 1 day ago
Overlay Capital Atlanta, United StatesOverlay Capital attracts high-performing individuals who are driven to make an impact in a fast-paced and collaborative environment. We encourage collaboration across all levels of experience to promote learning, generate best ideas, and deliver quality results, with the aim for ...
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Senior Investment Analyst
Found in: Lensa US 4 C2 - 19 minutes ago
Waverly Advisors LLC Atlanta, United StatesWaverly Advisors primary goal is to serve our clients, one another, and our communities. We arent your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients investments, offering truly in-depth fi ...
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senior director, client strategist
Found in: MyJobHelper US C2 - 2 days ago
The Bank of New York Mellon Atlanta, GA , USA, United StatesBNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the bank o ...
Client Relations Specialist, Private Risk - Atlanta, United States - Baldwin Risk Partners
Description
The Client Relations Specialist serves as a resource to HNW clients and personally provides prompt, efficient and high-quality service.Principal Responsibilities:
Education, Experience, Skills and Abilities Requirements:
Special Working Conditions:
Fast paced, multi-tasking environment.
Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
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