Client Services Representative

• Manage a book of yacht / boat clients including, securing and processing renewals, remarketing, and responding to clients requirements.
• Quote new business, prepare market summaries documents for binding and collaborate with producers and the client in securing the business
• Be proficient with HNW online quoting systems and learning underwriting guidelines
• Be proficient with the agencies management system, documenting, making new transactions, setting up clients, updating correspondences

Account Manager – Private Client Services, HNW Yacht Practice

Senior Client Services Specialist

Senior Client Services Specialist

Client Service Representative – Retirement & Benefits

Client Service Partner