Client Executive

Responsibilities

• Oversee day-to-day processes in all aspects of client's insurance program cycle.
• Analyze client’s loss exposures and determine coverage needs.
• Interpret and utilize clients' actuarial to benefit the insurance program structure.
• Lead strategic insurance program efforts in conjunction with the client.
• Develop and maintain relationships with clients and assist in new business prospecting.
• Generate documents and produce correspondence, including insurance summaries, schedules, and proposals for new and renewal business.
• Ensure proper utilization of product group resources to benefit the client (actuarial, claims, loss control, etc.).
• Attend required training sessions, courses, etc., to develop and maintain up-to-date skills and product knowledge.
• Maintain an appropriate level of confidentiality regarding the information processed.
• Follow all company policies and procedures.
• Maintain appropriate state broker license.

Qualifications

• Bachelor’s degree including but not limited to Business and/or Risk Management and/or 8-10 years of related insurance experience.
• Must have or be able to obtain the appropriate state broker licenses.
• Ability to establish work priorities and manage time effectively.
• Ability to use initiative and sound judgment in accomplishing tasks with minimal errors.
• Establish and maintain effective work relationships and function in a team environment.
• Excellent interpersonal and customer service skills.
• Ability to lead/command client and/or market discussions.
• Good listening skills.
• Proficiency in using personal computers, including data entry, word processing, and spreadsheet applications.
• Proficient with the suite of Microsoft Office programs.