Client Service Executive - Commercial Insurance

Careerwebsite; Sacramento, Northern (CA, KY); Hybrid; USD 92,000 - 172,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings

Employee assistance program

Job summary

Careerwebsite is seeking a Client Executive Service professional to retain existing business and develop opportunities within assigned accounts. You will lead the Client Service Team and collaborate with Marketing and Risk & Loss colleagues as needed, supervising other admins when assigned.

Key duties include overseeing ongoing account service activities, preparing monthly reports, coordinating renewal strategy, gathering underwriting information, delivering proposals, binders and invoices, and

Qualifications

• Bachelor's degree with 3+ years in daily World Class client service.
• California Fire & Casualty license and valid driver’s license.
• CPCU or CIC designations encouraged.

Responsibilities

• Oversee ongoing account service activities and client meetings.
• Prepare monthly production and activity reports.
• Manage/collect receivables with Client Sales Executive.
• Coordinate renewal strategy and underwriting information.
• Deliver proposals, binders and invoices to clients.
• Lead and present at client meetings with staff as needed.
• Maintain current Insurance Summaries and annual updates.
• Travel to client sites as required.

Skills

Client service

Leadership

Communication

MS Office

Education

Bachelor's degree

Job 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.

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.