{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/prms/jobs/4559708006","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4491870006,"location":{"name":"New York, NY"},"metadata":null,"id":4559708006,"updated_at":"2026-02-11T13:25:51-05:00","requisition_id":"155","title":"Clerical Associate","company_name":"Personal Risk Management Solutions","first_published":"2025-04-15T10:04:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position:\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;Clerical Associate\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Employment Status:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Full-Time, Exempt\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Office Location:\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;Midtown, NY\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. We are currently seeking a motivated and detail-oriented Entry-Level Clerical Associate to join our dynamic team. This role is essential in providing comprehensive support to senior team members and ensuring a high level of customer service and is an integral part of our service team, which is well known for being among the best in the business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Clerical Associate, you will be responsible for a variety of administrative tasks and customer support duties. You will play a crucial role in maintaining smooth office operations and ensuring that senior team members can focus on their core responsibilities. This is an excellent opportunity for someone looking to start their career in the insurance industry and gain valuable experience in a supportive and collaborative environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Specific Responsibilities and Duties:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Administrative Support:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist senior team members with all administrative duties - prepare and proofread documents, reports, and correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain organized client filing systems electronically\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle incoming and outgoing mail, including email and packages\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform data entry and maintain accurate records\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Customer Support:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist clients, trusted advisors and vendors in a professional and friendly manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Respond to customer inquiries via phone, email, and resolve issues or direct them to appropriate personnel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process billing and other service-related requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtain and create client documents from Insurance Company partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a high level of customer satisfaction by providing timely and accurate information\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree (B.A.) from four year college or university; or one to two years related experience and/or training; or equivalent combination and experience educational requirement; and any preferred level of education\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Previous administrative or customer service experience is a plus but not required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A “people person” with superior client service orientation and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational skills with the ability to manage multiple tasks and priorities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adaptability to a changing environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional demeanor with a customer-focused attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently in a fast-paced environment, as well as part of a team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The job description outlined above is considered a core list of job duties/requirements.\u0026amp;nbsp; This document should not be considered a complete or comprehensive list.\u0026amp;nbsp; The incumbent assigned to this position is required to perform the duties listed above.\u0026amp;nbsp; The incumbent is also expected to adapt to changes and/or additions as needed.\u0026amp;nbsp; Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries.\u0026amp;nbsp; Emigrant Savings Bank and its Subsidiaries retain and reserve any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. Emigrant Savings Bank and its subsidiaries and affiliates are Equal Opportunity and Affirmative Action employers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New York pay range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$50,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$55,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4012382006,"name":"Management/Administration_PRM","child_ids":[],"parent_id":4012375006}],"offices":[{"id":4006672006,"name":"Madison","location":"335 Madison New York, NY 10017","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/prms/jobs/4681321006","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4547655006,"location":{"name":"New York, New York"},"metadata":null,"id":4681321006,"updated_at":"2026-05-13T12:13:57-04:00","requisition_id":"213","title":"Private Client Account Executive","company_name":"Personal Risk Management Solutions","first_published":"2026-05-13T12:13:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position:\u0026lt;/strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;Private Client Account Executive\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Department:\u0026lt;/strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; Personal Risk Management\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Employment Status:\u0026lt;/strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; Full-Time, Remote Optional\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Office Location:\u0026lt;/strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;22 Vanderbilt New York, NY\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. We are currently seeking motivated and detail-oriented Private Client Account Executives to join our dynamic team. This role is essential in providing comprehensive support to clients, ensuring a high level of customer service and is an integral part of our service team, which is well known for being among the best in the business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is a lead contact for our high net worth clients and their families and will involve building positive and impressive long-term relationships. \u0026amp;nbsp;\u0026amp;nbsp;Key responsibilities include communicating with and visiting with clients, family offices, wealth advisors and responding to their questions, proactively contacting them for necessary follow-ups.\u0026amp;nbsp; As a Private Client Account Executive, you will be responsible for a variety of client focused tasks and will be an integral part of a team who services our client accounts, ensuring customer satisfaction throughout the process.\u0026amp;nbsp; This is an excellent opportunity for someone looking for a growth opportunity within the insurance industry while gaining valuable experience in a supportive and collaborative environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as an insurance advisor to clients; make recommendations and suggestions best suited for their personal needs.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions, using knowledge of current markets and insurance products available.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtain quotes and create proposals to formulate a comprehensive insurance program once carrier negotiations are complete.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Determine strategic placement of new clients through analysis of current insurance program.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Discuss claims with clients and manage the claims process until conclusion. Ensure that clients are extremely satisfied with the outcome.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive renewal process by analysis of client’s insurance program and marketplace opportunities.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Basic Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Respond promptly to incoming calls, and e-mails\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comply with company policies, practices and procedures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attend meetings and prepare follow-up as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Set goals, prioritize and execute duties of the position\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage documents, files and electronic information in an organized, efficient and secure manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform quality and quantity duties as expected for position\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete company required training courses as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree (B.A.) from four year college or university; or\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three years minimum related experience and/or training.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Property \u0026amp;amp; Casualty license\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of personal insurance products offered through Chubb, Berkley One, Pure, Cincinnati and Private Client Select.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;* A “people person” with superior client service orientation and attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational skills with the ability to manage multiple tasks and priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adaptability to a changing environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional demeanor with a customer-focused attitude.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently in a fast-paced environment, as well as part of a team.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New York pay range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$90,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$110,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4012375006,"name":"PRM Solutions Group","child_ids":[4012382006],"parent_id":null}],"offices":[{"id":4006672006,"name":"Madison","location":"335 Madison New York, NY 10017","child_ids":[],"parent_id":null}]}],"meta":{"total":2}}