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Renewal income earned for continued client support and policy management. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs.
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AML/KYC/Prevention - Prepares detailed risk profiles for complex clients and conducts periodic reviews of client profiles for renewal. Gathers information from independent research, online tools or directly from the relationship manager or client in order to populate risk profiles for new or existing clients.
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Manage the quoting process for new and renewal business. Key responsibilities include managing client accounts, assessing risks, and providing top-tier insurance solutions. ResponsibilitiesResponsible for servicing a book of business, ensuring client satisfaction and retention.
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Conducts renewal process, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives, prepares proposal, and oversees accuracy of insurance binder.
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Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR's, open enrollment strategy and post renewal analysis. Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues.
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PC Tech will be performing data migrations, pushing software, and changing out desktops, laptops or workstations at client work site or virtually assisting users over the phone and via screen share.
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Coordinate expiration list with department manager to obtain renewal business information. Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication.
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Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections.
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The Licensed Account Executive applies a significant body of knowledge to the handling of client services, incoming new business, renewal business and the ongoing servicing of assigned clients in an effort to develop a "best of practice" client experience.
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Sitting on the Client Solutions team and working directly with our VP Client Solutions and Co-Founder, you will help craft our AI deployments, ensuring our most important F500 customers get value from our tools.
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Provide renewal support and product experience to client services teams. Ability to explain complex details in everyday terms, particularly with a client audience. The ideal candidate has a strong customer service or client- facing background with a solid technical skillset to be successful within the scope of this Internship.
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Coordinate calls and meetings with client such as renewal presentations, but also pre-renewal calls to set client’s expectations for the renewal, provide updates on the marketplace, and communicate proposed strategy with client.
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Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system. Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
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257 billion retail investment client assets held or managed by Northwestern Mutual 4. History of success in relationship-building or client-facing roles. BuildWork to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
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Manage policy renewal process in conjunction with AM, AE and/or Producer, including but not limited to: Conducting client research and gathering complete underwriting information. Manage policy expirations in conjunction with AM, AE and/or Producer for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals and ensures all new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured within required timeframe.
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