1 senior private client advisor jobs found in Fort Worth, TX

Company: Marsh McLennan Agency Description: JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: DOCUMENTATION Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.  These duties include but are not limited to:       Act as the primary contact with the Producer and/or Client. New Business placement and cross selling is conducted as needed to maintain client’s insurance program. Initiate correspondence with the marketplace. Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program. Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through. Prepare and obtain pre renewal updates for all clients. Create Acord applications, including Supplementals, as needed, for submissions to...