The Client Executive position is responsible for assisting Sales Executives in securing new business and in retaining renewal business for the agency on select accounts determined by premium size or complexity.

Principal Duties and Responsibilities

Responsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunities

Proactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing.

Maintaining contact and collaborate with internal (Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties

Main point of contact for select clients – review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures, and perform contract reviews and advise clients on insurance and indemnification

Relationship building with the client and the appropriate client team members

Prescribing , planning , and implementing appropriate risk management services for assigned accounts

Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business

Planning, preparing and implementing stewardship meetings, where applicable

Process, delegate and/or  oversee audits, proposals and policy checking

Conduct all business in accordance with established policies and procedures

Regularly attends client meetings on or off site

Other duties as assigned

Qualifications

5 - 7 years in commercial lines insurance

P&C License, required

Exceptional customer service and interpersonal skills, required

Some college, a plus, not required

Strong analytical aptitude and commitment to accuracy

Proficiency in Microsoft Office 365, required