Client Executive, P&C

Unison Risk Advisors•South Bend, IN

22h

About The Position

As a majority employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge. Our Core Values are lived in our business and our culture is fueled by them. Create a Great Experience Do the Right Thing Play for Each Other Pursue Growth Own Your Future The Client Executive is responsible for leading risk management strategies for existing relationships. They provide efficient, professional, and courteous service to clients in conjunction with Sales Executives, Client Managers and Account Managers. This position is a primary service contact for clients. You will contribute to your sales and advisory team by: Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues Selling additional lines of P&C coverage and cross-selling with EB practice colleagues Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met Keeping current with carriers, strategic partners, products/services and applicable legislation Conducting risk management audits in conjunction with a client team. Ensuring timeframes and deliverables are met in the sales process. Transitioning new accounts to the client team seamlessly Performs other duties and special projects as assigned Acts as a backup to team personnel when necessary Maintains confidential information

Requirements

Prior insurance sales experience in an agency setting
Bachelor’s degree preferred
Current Property & Casualty license, or the ability to attain within the first 60 days of employment
Strong presentation skills with high energy and the ability to work independently as well as within a team
Data gathering skills and an analytical thought process with a high level of problem-solving skills
Exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, Excel, and Access

Nice To Haves

Love delivering a great client experience
Have prior insurance sales and/or client executive experience in an agency, broker, or insurance company setting
Have demonstrated technical consulting experience with a track record of high client retention marks
Enjoy presenting to clients
Can work independently, as well as within an advisory team
Enjoy prioritizing multiple projects/tasks
Can proactively and independently manage deadlines
Are committed to professional growth and enjoy learning new skills

Responsibilities

Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes
Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues
Selling additional lines of P&C coverage and cross-selling with EB practice colleagues
Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met
Keeping current with carriers, strategic partners, products/services and applicable legislation
Conducting risk management audits in conjunction with a client team.
Ensuring timeframes and deliverables are met in the sales process.
Transitioning new accounts to the client team seamlessly
Performs other duties and special projects as assigned
Acts as a backup to team personnel when necessary
Maintains confidential information