Client Executive - Commercial Lines

The Client Executive - Commercial Lines 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.

• 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

• 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