Commercial Insurance Client Executive - Construction

JOB O VERVIEW:

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!

In your role as Client Executive, you will use your insurance background to assist our specialty construction contractor clients with a wholistic approach to risk management including assisting with escalated service issues, claims administration, coverage advocacy, and P&C insurance program design and stewardship. The goal of this role is it free up time for producers and Marketing Account Executives to spend more time on their highest value tasks and opportunities.

This will allow additional capacity for Marketing Account Executives to work on program design and placement without leading the team on service issues. It will also allow the production team to spend more time on new business.

HYBRID
- Role will be fully in-office during training & onboarding, then can work 2 days per week from home / 3 days in-office.

Role can work out of any of the following EPIC offices:
Atlanta (Sandy Springs) GA, Birmingham AL, Dallas TX, or Nashville TN. For those not working in Birmingham, occasional travel to the Birmingham office would be required.

• REQUIRED:
  
  Candidates with at least 10+ years
  of insurance marketing / placement / brokering experience, with expertise in construction and/or oil & gas specialties.
• Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
• Candidates with strong, professional
  communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition,
  eager to work as a team but also functions well working independently.

• Acting as the first stop before going to the producer on an escalated service issue or complex problem.
• Coordinating resources within the team and finding additional resources for the team or client both inside and outside of EPIC.
• Assisting with reviewing proposals and providing quick feedback to MAE, especially in the busy season.
• Working on coverage disputes and assisting with complex claims.
• Running an ERMR if a producer has a conflict.
• Filling the gaps in any part of the service team due to expertise or capacity needs.
• Assumes ownership of customer concerns and feedback through successful resolution.
• Client facing Insurance Professional.
• Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight.
• Train, develop, and delegate to other team members for assistance in efficient ongoing program management.
• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team.
• Fields and responds promptly to inquiries from client, carriers, and Producers.
• Assists with the retention of renewing accounts and looks for new sales opportunities by cross‑selling and rounding out accounts.
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance.
• May assist with training of other service staff.
• Participate in the process of acquiring new business as needed which may include travel to prospective client offices.
• Other duties as assigned.

• Bachelor’s degree required
• Minimum ten (10) years’…