Client Executive - Business Insurance
About The Position
As our Client Executive on the Business Insurance team, you’ll focus on developing and strengthening client relationships by delivering timely, high-quality service and expanding accounts with minimal guidance. You will collaborate directly with Producers and other service team members to retain a book of business, manage daily tasks, and delegate responsibilities as appropriate. You will demonstrate leadership in coordinating the marketing and placement of new and renewal business while ensuring that the account team meets client service needs in a fast-paced environment. Additionally, you will provide consulting services on Business Insurance programs, advising clients on market trends and data analytics. You will also be responsible for promoting agency best practices in communication and identifying opportunities to enhance existing accounts and generate referral business for agency growth.
Requirements
- High school diploma or equivalent
- 5+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker
- Previous experience managing relationships and face-to-face client experience
- Familiarity with insurance company markets, binding authority, and underwriting guidelines
- Property/Casualty license or ability to attain within 90 days of hire
Nice To Haves
- College degree
- Advanced designations such as CIC, CRM and AAI
Responsibilities
- Developing and strengthening client relationships by delivering timely, high-quality service and expanding accounts with minimal guidance.
- Collaborating directly with Producers and other service team members to retain a book of business, manage daily tasks, and delegate responsibilities as appropriate.
- Demonstrating leadership in coordinating the marketing and placement of new and renewal business while ensuring that the account team meets client service needs in a fast-paced environment.
- Providing consulting services on Business Insurance programs, advising clients on market trends and data analytics.
- Promoting agency best practices in communication and identifying opportunities to enhance existing accounts and generate referral business for agency growth.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
