Client Service Executive - Commercial Insurance

Responsible for retention of existing business and the development of business within those assigned accounts. Client Executive Service associates act as a leader for the Client Service Team members as well as Marketing and Risk & Loss associates as the need for their expertise occurs. This position may also supervisor Client Administrators, Client Managers, and Insurance Associates as assigned.

• Oversee ongoing account service activities.
  • Prepare monthly production and activity reports.
  • Manage/collect receivables in conjunction with Client Sales Executive.
  • Meet regularly with Client Sales Executive to update, advise and inform.
  • Coordinate activities on accounts.
  • Review and deliver summary, proposals and policies.
  • Lead, present and participate in meetings with clients.
  • Maintain current Insurance Summaries on all accounts.
  • Update EAW's annually on all accounts.
  • Meet service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)
• Participate in new business development and proposals with Client Sales Executive.
  • Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
  • Coordinate coverage placement through managing the direction provided to service team.
  • Deliver binders and invoices.
• Manage all facets of renewal process.
  • Initiate client contact and orchestrate renewal strategy meetings.
  • Gather renewal underwriting information.
  • Oversee process of preparing and updating underwriting specifications.
  • Coordinate coverage placement through instructions provided to Marketing and Client Administrator, review and deliver binders, invoices, etc.
  • Advise, inform and involve Client Sales Executive, as required in marketing process.
  • Prepare and deliver proposals.
  • Prepare all orders and instructions to Client Administrator.
  • Manage expiration lists.

• Bachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license.
• Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
• Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.

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The applicable base salary range for this role is $92,400 to $172,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.