Senior Client Coordinator – Private Client Services

Jobtailor; North Dakota; On-site; USD 50,000 - 75,000; Full time

Job summary

Jobtailor is seeking a Private Client Insurance professional to support the growth and retention of our department. You will provide prompt, accurate, professional service and sales to clients, producers, and carriers, while managing multiple priorities efficiently.

You will communicate clearly with clients and collaborate with team members and carrier partners to share best practices. A focus on cross-selling personal lines and staying ahead of industry trends is essential.

Qualifications

• High school diploma or equivalent.
• Good interpersonal skills and a high sense of urgency.
• Self-starter and problem solver.
• Detailed, with excellent organizational and time management skills.
• Property & Casualty License required within 3 months of hire.
• CISR designation required within 3 years of hire.

Responsibilities

• Assist in the development of the Private Client Insurance department through new business growth and retention.
• Provide prompt, accurate, professional service and sales to clients, producers, and carriers.
• Manage multiple priorities efficiently.
• Communicate with clients clearly and concisely.
• Identify issues and implement appropriate resolutions.
• Collaborate with team members and carrier partners to share best practices and increase the knowledge base.
• Understand the holistic personal lines model and cross-sell lines appropriately to mitigate client risks.
• Continuously learn to stay ahead of industry trends.

Skills

Client Relationship Management

Cross-Selling Personal Lines

Organizational Skills

Interpersonal Skills

Problem Solving

Time Management

Attention to Detail

Communication Skills

Education

High school diploma or equivalent

Job description

• Assist in the development of the Private Client Insurance department through new business growth and retention
• Provide prompt, accurate, professional service and sales to clients, producers, and carriers
• Manage multiple priorities efficiently
• Communicate with clients clearly and concisely
• Identify issues and implement appropriate resolutions
• Collaborate with team members and carrier partners to share best practices and increase the knowledge base
• Understand the holistic personal lines model and cross-sell lines appropriately to mitigate client risks
• Continuously learn to stay ahead of industry trends

Requirements

• High school diploma or equivalent
• Good interpersonal skills and a high sense of urgency
• Self-starter and problem solver
• Detailed, with excellent organizational and time management skills
• Property & Casualty License required within 3 months of hire
• CISR designation required within 3 years of hire

Core Competencies

Demonstrates expertise in Private Client Insurance through effective business growth strategies, client relationship management, and risk mitigation. Proficient in cross-selling personal lines and maintaining compliance with licensing requirements.

Highest-signal resume keywords

• Property & Casualty License
• CISR Designation
• Client Relationship Management
• Cross-Selling Personal Lines
• Organizational Skills

ATS Optimization Keywords

Soft Skills

• Interpersonal Skills
• Problem Solving
• Time Management
• Attention to Detail
• Communication Skills

Certifications & Qualifications

• Property & Casualty License
• CISR Designation

Industry Keywords

• Private Client Insurance
• Business Growth
• Client Retention
• Risk Mitigation
• Industry Trends