Client Service Executive, Commercial Insurance

Tech Sales Jobs; Aliso Viejo (CA); Hybrid; USD 92,000 - 172,000; Full time

Job summary

Tech Sales Jobs in Aliso Viejo is seeking a Client Service Executive for Commercial Insurance to retain existing business and grow revenue within assigned accounts.

You will lead the Client Service Team, coordinate renewals, prepare proposals, and work with Marketing and Risk & Loss colleagues. The role requires travel to client sites and a hybrid work arrangement is available.

Qualifications

• Bachelor’s degree; 3+ years of daily World Class Client service experience.
• Valid California Fire & Casualty Solicitors license and a driver’s license.
• Insurance terminology knowledge and CPCU/CIC designations preferred.
• Proficiency with MS Office suite and ability to present clearly.

Responsibilities

• Oversee ongoing account service activities and prepare monthly reports.
• Coordinate renewal processes, proposals, binders, and invoices.
• Lead and develop the service team; supervise associates as needed.
• Maintain client relationships and deliver stewardship objectives.
• Collaborate with Client Sales Executive to pursue new opportunities.

Skills

Client service

Leadership

Communication

MS Office

Education

Bachelor’s degree

California Fire & Casualty Solicitors license

CPCU or CIC designations

Tools

MS Office (Word, Excel, Outlook)

Job description

Client Service Executive - Commercial Insurance

Location: Aliso Viejo - Polaris

Remote Type: Hybrid

Time Type: Full time

Job Description

Company:

Description:

Summary

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.

Essential Duties & Responsibilities

• 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.

• Establish and consistently maintain effective and positive working relationships with Associates and clients.
• Act as a leader for the service team members.
  • Create an environment oriented to trust, open communication, and cohesive team effort.
  • Facilitate problem solving and collaboration when faced with client difficulties.
  • Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.
  • Provide necessary business information to enhance the team’s professional development.
  • Ensure deliverables are prepared to satisfy client requirements, cost and schedule.
  • Work closely with department Manager and Director of Operations to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
• Supervise, direct, and develop the skills, knowledge and abilities of associates as assigned.
  • Evaluate performance and provide ongoing constructive feedback and coaching regarding achievement of goals and skills need to be successful in the position.
  • Working with Human Resources and others within the department for recruitment, screening and interviewing of candidates to select the best-qualified candidates for openings within the team.
  • Help associates address and resolve a wide variety of concerns which typically involve job duties, performance standards, and relations with coworkers. With assistance and guidance from Director of Operations, Orange County as well as those with the Human Resources department, address performance problems through the use of coaching, development of performance improvement plans, documentation of progress and taking of disciplinary action.

Education and/or Experience

• 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.

Work Environment & Physical Demands

• 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.

#MMAwest

#LI-DNI

#MMABI

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.