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Posted : Sunday, January 21, 2024 09:39 AM
PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies.
With 3,100 professionals across the U.
S.
, PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients.
As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc.
5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched.
At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions.
Join our exceptional team and help shape the future of the insurance industry.
At Private Client Insurance (Part of the PCF network), is a prestigious niche agency that specializes in providing comprehensive insurance coverage to highly successful families and celebrities across the United States.
What sets us apart is our unwavering commitment to a white-glove approach to customer service.
We operate as a tight-knit team, dedicated to exceeding our clients' expectations.
Job Summary: The role of Portfolio Manager at Private Client Insurance involves assisting in managing our existing book of business.
This is a chance to develop your customer service skills, gain deep industry knowledge, and work collaboratively with a supportive team.
Join us in providing top-tier insurance solutions and unparalleled service to our esteemed clients nationwide, making a significant impact in their lives and advancing your career in the process.
Duties and Responsibilities: • Client Relationship Management: • Build and maintain strong relationships with clients, acting as their main point of contact for insurance-related inquiries and needs.
• Understand each client's unique requirements and tailor insurance solutions accordingly.
• Endorsements and Policy Changes: • Process policy endorsements and changes accurately and in a timely manner, ensuring clients' coverage remains up-to-date.
• Renewal Reviews: • Conduct comprehensive renewal reviews for clients, assessing their changing needs and providing appropriate recommendations.
• Claims Handling: • Assist clients in filing insurance claims, guiding them through the process and ensuring prompt resolution.
• Client and Coworker Communication: • Provide regular updates to clients regarding policy changes, claim status, and relevant industry updates.
• Collaborate effectively with colleagues to ensure a seamless client experience.
• Billing Requests: • Address billing inquiries and requests from clients promptly and accurately, resolving any issues that may arise.
Qualifications: • Possess or is willing to obtain a Property and Casualty Insurance license.
• Strong communication and interpersonal skills.
• Detail oriented with excellent organizational abilities.
• Ability to work collaboratively in a team-oriented environment.
• Self-motivated and dedicated to providing outstanding customer service.
• Knowledge of insurance industry practices and regulations a plus.
Compensation: Competitive and commensurate with experience Schedule: • Onsite • Monday- Friday Benefits: • Medical • Dental • Vision • Paid Time Off • 401K • Life Insurance PCF Insurance Services is an equal opportunity employer.
We believe that every employee has the right to work in an environment that is free from all forms of discrimination.
It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities.
Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law.
Discrimination based on any of these factors is contrary to our operating philosophy.
Attention Recruitment Agencies: PCF does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.
All unsolicited resumes will be considered property of PCF, and we will not be obligated to pay a referral fee.
This includes resumes submitted directly to hiring managers without contacting PCF's Talent Acquisition Department.
With 3,100 professionals across the U.
S.
, PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients.
As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc.
5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched.
At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions.
Join our exceptional team and help shape the future of the insurance industry.
At Private Client Insurance (Part of the PCF network), is a prestigious niche agency that specializes in providing comprehensive insurance coverage to highly successful families and celebrities across the United States.
What sets us apart is our unwavering commitment to a white-glove approach to customer service.
We operate as a tight-knit team, dedicated to exceeding our clients' expectations.
Job Summary: The role of Portfolio Manager at Private Client Insurance involves assisting in managing our existing book of business.
This is a chance to develop your customer service skills, gain deep industry knowledge, and work collaboratively with a supportive team.
Join us in providing top-tier insurance solutions and unparalleled service to our esteemed clients nationwide, making a significant impact in their lives and advancing your career in the process.
Duties and Responsibilities: • Client Relationship Management: • Build and maintain strong relationships with clients, acting as their main point of contact for insurance-related inquiries and needs.
• Understand each client's unique requirements and tailor insurance solutions accordingly.
• Endorsements and Policy Changes: • Process policy endorsements and changes accurately and in a timely manner, ensuring clients' coverage remains up-to-date.
• Renewal Reviews: • Conduct comprehensive renewal reviews for clients, assessing their changing needs and providing appropriate recommendations.
• Claims Handling: • Assist clients in filing insurance claims, guiding them through the process and ensuring prompt resolution.
• Client and Coworker Communication: • Provide regular updates to clients regarding policy changes, claim status, and relevant industry updates.
• Collaborate effectively with colleagues to ensure a seamless client experience.
• Billing Requests: • Address billing inquiries and requests from clients promptly and accurately, resolving any issues that may arise.
Qualifications: • Possess or is willing to obtain a Property and Casualty Insurance license.
• Strong communication and interpersonal skills.
• Detail oriented with excellent organizational abilities.
• Ability to work collaboratively in a team-oriented environment.
• Self-motivated and dedicated to providing outstanding customer service.
• Knowledge of insurance industry practices and regulations a plus.
Compensation: Competitive and commensurate with experience Schedule: • Onsite • Monday- Friday Benefits: • Medical • Dental • Vision • Paid Time Off • 401K • Life Insurance PCF Insurance Services is an equal opportunity employer.
We believe that every employee has the right to work in an environment that is free from all forms of discrimination.
It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities.
Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law.
Discrimination based on any of these factors is contrary to our operating philosophy.
Attention Recruitment Agencies: PCF does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.
All unsolicited resumes will be considered property of PCF, and we will not be obligated to pay a referral fee.
This includes resumes submitted directly to hiring managers without contacting PCF's Talent Acquisition Department.
• Phone : NA
• Location : 930 S Harbor City Blvd, Melbourne, FL
• Post ID: 9004868065
