Vice President leading client service strategies and client retention in Corporate Trust sector at BNY. Ensuring high - value client satisfaction through collaborative internal efforts and market insight.
About the role
- Client Service Representative at Marsh McLennan Agency managing inquiries and changes for insurance policies. Engaging with clients to ensure coverage and service satisfaction.
Responsibilities
- Receive phone calls and office visitors requesting changes to existing coverage and/or new policies
- Determine acceptability and placement make recommendations, complete applications or endorsement requests and collect premium when applicable
- Review existing accounts to determine if an additional line of insurance or coverage of insurance should be recommended
- Maintain and develop underwriting knowledge as well as procedures for all carriers using internet sites
- Assist in meeting monthly pre-established goals
- Handle all clients with a high level of customer service to ensure excellent customer satisfaction and professionalism at every service contact
- Inform, educate, and make recommendations to clients about policy coverage, changes, exclusions and insurance coverage needs
- Perform other duties as requested, including exercising discretion and judgment prioritizing workload
Requirements
- Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
- Basic knowledge of personal lines insurance coverage
- The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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Vice President overseeing Corporate Trust client services for high - value clients, developing retention strategies and ensuring operational excellence. Collaborating across functions to enhance client experiences and service success.
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