Client Services Executive - Private Client Group

Major Duties and Responsibilities

• Client Service & Growth / Account Executive:
  • Cook up effective proposals for Producer to use for renewal/new business.
  • Help Producer gather information and underwrite risks that go into Marketing.
  • Aid Producer in binding new accounts with Marketing Team and ensure post-implementation deliverables are met.
  • Support Marketing Team with urgent marketing efforts.
  • Coordinate the renewal process for existing Private Client Insurance accounts, including: Marketing, Renewal/Supplemental application completion, and confirmation of renewal orders from insureds.
  • Reach out to clients periodically to ensure high-level client satisfaction.
  • Evaluate exposures, loss experience, and coverage needs for clients and prospects.
  • Closely collaborate with Client Managers to ensure renewals are actively reviewed and competitive pricing and terms are offered for existing clients. Follow up on Non-pays as requested by Producer.
  • Help Marketing and Client Managers maintain thorough documentation through the use and maintenance of marketing files, good transactional filing notes, and telephone logs.
  • Collaborate with Claims team to be a liaison during and after claims to ensure high level of client satisfaction.
• Business Development:
  • Create and deliver agency value-added resources (e.g. Executive Risk Assessment, Zywave, Loss Prevention, Home Inventory, etc.) as needed for prospects and clients.
  • Aid Private Client Group with Development projects, as needed (e.g. Renewal Survey, E&O Checklist, PCG Rebranding).
  • Coordinate content for R&Y e-Newsletter and work with Brand Manager to ensure they are sent out quarterly to all Private Client Accounts.
  • Build and brand LinkedIn Profile and presence. Work with Brand Manager for continuous development.
  • Build and strengthen relationships with COIs, including hosting webinars, events, trainings, etc., to leverage relationships and referral networks.
  • Review Lost Business to identify patterns and ways to improve Retention as well as Win-Back Opportunities.
  • Develop Cross-sell initiatives for other opportunities to sell business (Life, LTC, Disability).
  • Develop and maintain Cross-Sell initiatives with carriers (as needed).

Requirements

• 4-year college degree.
• 3+ years Property & Casualty (specifically Private Client) insurance work experience.
• Prior sales and/or marketing experience in the insurance industry is preferred.
• Strong knowledge of Property & Casualty coverages (specifically Private Client).
• Excellent interpersonal skills, customer focus, and the ability to work as part of a team with Producer(s) and Client Managers.
• Good analytical skills for evaluating exposures, controls, loss experience, and coverage gaps.
• Strong ability to research market niches, communicate with carrier marketing departments and underwriters, and develop action plans for new business and renewal efforts.
• Good computer skills (Sagitta AMS, Word, and Excel software experience preferred).
• The ability to clearly and effectively communicate via phone, email, in person, and in writing.
• The ability to travel up to 25%.