Job Description

Major Duties and Responsibilities:

Client Service & Growth / Account Executive:
  • Coordinate the preparation of effective proposals for Producer to use for renewal/new business. Accompany Producer (as needed) when making proposals and make proposals without Producer when needed/appropriate.
  • Assist Producer with Information Gathering and Underwriting of risks that go into Marketing. Assist Producer with Binding new accounts with Marketing Team and ensuring post-implementation deliverables are met timely by the team.
  • Assist Marketing Team with urgent marketing efforts (as needed).
  • Coordinate the renewal process for existing Private Client Insurance accounts, including: Marketing (as needed to assist Client Managers), Renewal/Supplemental application completion and/or review of Schedules of Coverage with insureds, and confirmation of renewal orders from insureds.
  • Initiate contact with clients periodically to ensure a high-level of c...

    • Apply for this Position

    Ready to join Ross & Yerger? Click the button below to submit your application.

    Submit Application