Client Executive - Commercial Lines

Marsh•Scottsdale, AZ

71d

About The Position

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.

Requirements

5 - 7 years in commercial lines insurance
P&C License, required
Exceptional customer service and interpersonal skills, required
Strong analytical aptitude and commitment to accuracy
Proficiency in Microsoft Office 365, required

Nice To Haves

Some college, a plus, not required

Responsibilities

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