Insurance Client Service Leader

Internationalinsuranceprofessionals; California; On-site; USD 92,000 - 172,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401(k) retirement plan

Employee assistance programs

Job summary

Internationalinsuranceprofessionals seeks a senior Client Executive in California to lead the Client Service Team, Marketing, and Risk & Loss collaboration, ensuring exceptional service across assigned accounts.

The role involves supervising Client Administrators and Insurance Associates, overseeing renewal strategies, and driving new business opportunities. Strong insurance knowledge and California licensing are essential for success.

Qualifications

• Bachelor's degree plus 3+ years of daily World Class Client service experience.
• Or minimum of 6 years industry experience with increasing responsibility directly related to the duties including 3+ years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Driver's license.
• Achieve and maintain advanced insurance designations such as CPCU or CIC.
• Excellent understanding of insurance terminology and lines of Business Insurance.

Responsibilities

• Oversee ongoing account service activities.
• Prepare monthly production and activity reports.
• Manage/collect receivables with Client Sales Executive.
• Meet regularly with Client Sales Executive to update, advise and inform.
• Coordinate activities on accounts and review deliverables.
• Lead, present and participate in client meetings.
• Maintain current Insurance Summaries on all accounts.
• Update EAW's annually on all accounts.
• Meet service commitments like Stewardship and Pre-Renewal Meetings.
• Participate in new business development and proposals with Client Sales Executive.
• Pursue opportunities to round out existing client programs with additional coverage.
• Coordinate coverage placement through the service team.
• Deliver binders and invoices.
• Manage renewal process including meetings and underwriting info.
• Initiate client contact and orchestrate renewal strategy meetings.
• Gather renewal underwriting information.
• Oversee the preparation and updating of underwriting specifications.
• Coordinate coverage placement through Marketing and Client Administrator.

Skills

Client service

Leadership

Communication

MS Office

Education

Bachelor's degree

Job description

Internationalinsuranceprofessionals seeks a senior Client Executive in California to lead the Client Service Team, Marketing, and Risk & Loss collaboration, ensuring exceptional service across assigned accounts.

The role involves supervising Client Administrators and Insurance Associates, overseeing renewal strategies, and driving new business opportunities. Strong insurance knowledge and California licensing are essential for success.