Client Executive

Marsh•Walnut Creek, CA

9h•$92,400 - $172,100

About The Position

The Client Executive is responsible for World Class Client accounts and other assigned accounts. The role oversees ongoing account service and renewal activities, supports new business development, and coordinates coverage placement and account deliverables. The Client Executive leads service team members—including Client Administrators and Client Managers—and coordinates with Marketing and Risk & Loss associates when their expertise is needed. The position serves as a primary point of coordination for clients and the internal service team, ensuring that proposals, policies, binders, invoices, insurance summaries, underwriting specifications, and other deliverables meet client requirements. It also supports team collaboration, problem solving, professional development, and effective working relationships with associates and clients. Work is performed in a typical interior office environment and includes extended periods using a computer and office equipment. Travel to client sites is required, usually within driving distance, with occasional overnight stays of one to two nights.

Requirements

Bachelor’s degree plus at least 3 years of daily World Class Client service experience, or at least 6 years of industry experience showing increasing responsibility directly related to the duties, including at least 3 years of daily World Class Client service.
Maintain a valid, unrestricted California Fire & Casualty Solicitors license.
Maintain a valid driver’s license.
Excellent understanding of insurance terminology, industry trends and influencing factors, and the various lines of Business Insurance.
Proficiency with Microsoft Office software, including Word, Excel, and Outlook.
Ability to prioritize tasks, set and achieve goals, think logically to solve problems, and present results clearly and precisely in oral and written form.
Ability to present complicated information clearly and unambiguously to varied interest groups, adapting style and content to connect with the group.
Ability to use a computer keyboard and remain stationary for extended periods, and to use office equipment such as fax and copy machines and telephones.
Ability to travel to client sites, usually within driving distance, with occasional one- to two-night stays.

Nice To Haves

Achieve and maintain advanced insurance designations applicable to the duties, such as CPCU or CIC.

Responsibilities

Oversee ongoing account service activities.
Prepare monthly production and activity reports.
Manage and collect receivables in conjunction with the Client Sales Executive.
Meet regularly with the Client Sales Executive to provide updates, advice, and information.
Coordinate account activities.
Review and deliver summaries, proposals, and policies.
Lead, present, and participate in client meetings.
Maintain current Insurance Summaries for all accounts.
Update COWs annually for all accounts.
Meet World Class Client service commitments, including Stewardship Reports and Pre-Renewal Meetings.
Participate in new business development and proposals with the Client Sales Executive.
Pursue opportunities to round out existing client programs with additional or increased lines of coverage.
Coordinate coverage placement by directing the service team.
Deliver binders and invoices.
Manage all facets of the renewal process.
Initiate client contact and orchestrate renewal strategy meetings.
Gather renewal underwriting information.
Oversee preparation and updating of underwriting specifications.
Coordinate coverage placement through instructions to Marketing and the Client Administrator, and review and deliver binders, invoices, and related materials.
Advise, inform, and involve the Client Sales Executive as required in the marketing process.
Prepare and deliver proposals.
Prepare orders and instructions for the Client Administrator.
Manage expiration lists.
Lead service team members and foster trust, open communication, and cohesive teamwork.
Facilitate problem solving and collaboration when client difficulties arise.
Focus the team on internal and external client requirements, including client specifications, work procedures, processes, quality standards, techniques, and tools.
Provide business information to support the professional development of the team.
Ensure deliverables meet client requirements, cost expectations, and schedules.
Work with the department Manager and Director of Client Services to obtain resources, discuss project impediments, and escalate issues the team cannot resolve.
Establish and maintain effective, positive working relationships with associates and clients.