-
Client Advisor
1 week ago
Bessemer Trust Atlanta, United StatesJob Summary: · The Client Advisor is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations. The Client Advisor acts internally as a liaison ...
-
Client Advisor
1 week ago
Bessemer Trust Atlanta, United StatesJob Summary: · The Client Advisor is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations. The Client Advisor acts internally as a liaison ...
-
client advisor
1 week ago
LVMH Atlanta, United StatesPoste · Type of Contract: Permanent Full-Time · Symbol of elegance and authentic luxury with its sophisticated and timeless Collections, CELINE is a French Leather-Goods and Couture House, driven by a strong artistic and holistic vision. · CELINE's ambition is to be one of the mo ...
-
Client Advisor
3 days ago
Dolce & Gabbana S.r.l. Atlanta, United StatesDolce & Gabbana, a leader in the world of luxury fashion, has an exceptional career opportunity available at our · Atlanta Phipps Plaza Boutique . We are seeking an exceptional · Client Advisor · with an established client portfolio and 3-5 years of previous Luxury Retail expe ...
-
Client Advisor
1 day ago
LVMH Atlanta, United StatesPoste · Overview: · We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love ...
-
Client Advisor
1 week ago
Sonic Automotive Atlanta, United StatesClient Advisor - Global Imports BMW in Atlanta, GA at Sonic Automotive · Location: · 500 Interstate North Parkway East Southeast · Atlanta, GA 30339 · Job Type: · Other · Experience: · Associate · Job Description · Our sale professionals are responsible for selling vehicles ...
-
Client Advisor
2 weeks ago
Neiman Marcus Atlanta, United StatesNEIMAN MARCUS GROUP · Neiman Marcus Group (NMG) has been the premier destination for luxury fashion and goods, superior service, and an elevated retail experience for more than a century. Today, 9,000 associates contribute to the success of NMG's brands: Neiman Marcus, Bergdorf ...
-
Client Advisor
2 hours ago
Moncler Spa Atlanta, United StatesPOSITION OVERVIEW: · Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/ex ...
-
Associate Client Advisor
5 days ago
Voya Financial, Inc. Atlanta, United StatesTogether we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Client Advisor, Solutions, Insura ...
-
Senior Client Advisor
1 week ago
Moncler Atlanta, United StatesPOSITION OVERVIEW: · Moncler Selling Ceremony and always achieves excellent sales results. Senior Client Advisors (SCA) are natural relationship builders with outstanding commercial ability, guiding each client through the brand's values and heritage, gaining a strong understandi ...
-
Client Advisor Manager
1 week ago
MONCLER S.P.A. Atlanta, United StatesPOSITION OVERVIEW: · The Client Advisor Manager strives to reach excellence in business performance and key qualitative objectives always going beyond expectations, inspiring, managing and coaching the team. · RESPONSIBILITIES: · * Support the creation of a genuine, attentive and ...
-
Sales, Client Advisor
5 days ago
Sonic Automotive Atlanta, United StatesOur sale professionals are responsible for selling vehicles and meeting dealership gross profit, volume and customer satisfaction standards. This position includes four broad areas of activity: personal work habits, prospecting, selling, and follow-u Client Advisor, Sales, Adviso ...
-
Sales, Client Advisor
5 days ago
Autobahn Atlanta, United StatesSales, Client Advisor - Global Imports BMW · Full-time · At · Global Imports BMW , a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving i ...
-
Senior Client Advisor
4 weeks ago
Moncler Spa Atlanta, United StatesPOSITION OVERVIEW: · Moncler Selling Ceremony and always achieves excellent sales results. Senior Client Advisors (SCA) are natural relationship builders with outstanding commercial ability, guiding each client through the brand's values and heritage, gaining a strong understandi ...
-
Sales, Client Advisor
6 days ago
Sonic Automotive Atlanta, United StatesCompany Description · At Global Imports BMW, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your suc ...
-
Client Advisor Manager
4 weeks ago
Moncler Spa Atlanta, United StatesPOSITION OVERVIEW: · The Client Advisor Manager strives to reach excellence in business performance and key qualitative objectives always going beyond expectations, inspiring, managing and coaching the team. · RESPONSIBILITIES: · Support the creation of a genuine, attentive and l ...
-
Lincoln Client Advisor
3 days ago
Angela Krause Lincoln Alpharetta, United StatesJob Description · Job DescriptionAngela Krause Lincoln is seeking a Lincoln Client Advisor to join our team We are the #1 Lincoln volume dealer in the state of Georgia for the past 3 years, and we also have won back to back DealerRater Lincoln Dealer of the Year. Our luxury facil ...
-
Wealth Client and Advisor Experience Leader
1 week ago
Truist Financial Corporation Atlanta, United StatesResponsible for developing client engagement, deepening and client acquisition initiatives, realizing client growth initiatives. Develop go-to-market strategies, leveraging Truist Wealth client outreach opportunities, including the advisor toolkit, c Wealth, Advisor, Leader, Expe ...
-
Virtual Client Financial Advisor
1 week ago
Morgan Stanley Alpharetta, United StatesJoining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or soliciting friends & family for business. With Morgan Financial Advisor, Solutions ...
-
Personal Risk Premier Client Advisor
1 week ago
USI Insurance Services Atlanta, United StatesGeneral Description: · Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to pe ...
Property & Casualty Senior Client Advisor - Atlanta, United States - Palmer & Cay
Description
Property & Casualty Senior Client AdvisorAtlanta, Georgia & Charlotte, North Carolina
Palmer & Cay is a privately held specialty insurance and employee benefits firm with highly experienced and motivated professionals who are united in their commitment to providing exceptional client consulting services.
The Senior Client Advisor at Palmer & Cay is central to supporting our goals of growing the firm and providing unparalleled insurance solutions to our customers.
As a privately held firm, Palmer & Cay will be an excellent fit for persons who prefer:A team-oriented approach focused on the long-term needs of clients rather than short-term profit.
Having their opinions valued and acted upon.
A firm dedicated to maintaining properly staffed service teams of highly experienced professionals.
Deep technical resources being available to provide consultative services to middle-market and corporate-sized accounts.
A rewarding and highly competitive compensation system based on their performance.
Candidate Profile
Palmer & Cay places great emphasis on those professionals who have a solid balance of technical expertise with an ability to develop and maintain positive internal and external relationships.
The candidate will also have strong relationships with insurance carriers and can provide proactive consultative advice to clients and prospects.
Personal AttributesA Senior Client Advisor will have attributes which include:
Adheres to Palmer & Cay's values of integrity, teamwork, client focus and results matter.
Strong communication, interpersonal and presentation skills, working with both internal and external individuals and entities.
Client and colleague-focused mentality.
Demonstrated ability to effectively communicate with owners, executives, and boards to make insurance and risk management recommendations.
The Senior Client Advisor is the primary strategic client contact responsible for guiding a team of insurance professionals in providing a full range of insurance consulting services to a large, diverse, sophisticated book of clients.
The Senior Client Advisor is focused primarily on maintaining long-term customer relationships, but also works closely with Client Executives/Producers in securing new clients.
Key Responsibilities
With the support of a full staff of client advisory personnel, the Senior Client Advisor will focus on key areas including maintaining positive relationships, insurance program implementation, and client advisory services.
Highlights of these duties include:
Maintaining Positive Relationships
The Senior Client Advisor will foster and maintain positive relationships with various constituents including:
Clients and Prospects – This will include understanding the client's business/insurance exposures, and how to provide a properly designed insurance and service program to meet the client's needs.
Insurance Carrier Personnel – This will include fully knowing the coverage, pricing, and service plans the insurance carrier or wholesale insurance broker can provide to clients and prospects.
Palmer & Cay Colleagues – This includes working closely with the client advisory team to make certain appropriate resources and service deliverables are being provided to clients and prospects.
Insurance Program ImplementationWorks closely with clients, client executive/producers, and technical staff to implement the overall insurance program including:
Risk Transfer Program Design – Based on the client or prospect's business build insurance coverage, claims handling, risk control, service platform and funding structure appropriate for the client.
Negotiate and Place Coverage – Place insurance coverage or oversee a Client Advisor who will place coverage with the insurance market to obtain broad coverage terms, technical services, and overall pricing for the client.
Consult and Advise Clients – Provide clear recommendations to the client regarding insurance carrier, coverage, claims handling and funding options.
Client Advisory ServicesThe Senior Client Advisor will ensure the team is providing high levels of advisory service to clients including:
Daily Service – The Senior Client Advisor will confirm Client Managers are providing appropriate daily service deliverables.
Technical Services – The Senior Client Advisor will coordinate with appropriate colleagues to make certain all Palmer & Cay resources including claims, analytics and risk control services are properly provided to the client.
This will include providing strategic advice to customers on a wide range of risk management topics.Insurance Provider Service – The Senior Client Advisor will routinely confirm insurance providers, including insurance carriers and third-party administrators, are providing agreed-upon services.
Experience & Background
Demonstrated experience and expertise in being the primary strategic client contact and guiding a team of insurance experts in providing a high level of client advisory services to a diverse, sophisticated book of complex large middle-market and corporate clients.
Proven ability to review insurance policies and contracts and make recommendations to the client for any needed changes.
Possesses an active property/casualty insurance license.
What sets you apart?
Engaged in the community.
Palmer & Cay provides a comprehensive suite of highly competitive benefit plans including performance-based compensation, medical, dental, vision, company-paid life and disability, 401-k, generous vacation and sick time, volunteer paid time off, etc.
in an atmosphere where colleagues can thrive in a team-oriented environment.Be Part Of The Palmer & Cay Team
If you feel like we could be a good fit for you and your career we invite you to submit an application with us for one of our open positions.
Your Name
Your Email
Position
Add Attachment (.pdf, .doc, .lorem only accepted)
Contact Us
Your Name
Your Email
Your Message
For your protection, coverage cannot be bound or changed via voicemail, email, fax or online via the agency's website until confirmed by a licensed agent.
Join UsOur people create extraordinary results for our clients.
#J-18808-Ljbffr
