P&C - Client Service Executive

WHAT YOU’LL DO (Essential Job Tasks)

• Take ultimate responsibility for billing and managing aged receivables
• Maintain direct communication with managers and producers regarding staff, client, and claim issues
• Provide timely feedback to Associates/Assistants and escalate to managers as needed
• Audit workloads and delegate duties effectively to ensure optimal team performance
• Conduct account benchmarking and budgeting as requested
• Act as the primary contact for clients, fostering and maintaining strong relationships
• Initiate pre-renewal and strategy discussions with clients
• Independently handle client renewal presentations and proposals
• Prepare and present broker service proposals
• Create and deliver stewardship reports
• Negotiate terms, conditions, and premiums for new and renewal accounts
• Ensure all client service calendar obligations are met in collaboration with producers
• Mentor new and current team members, providing guidance and support for their development
• Teach classes to the organization on insurance coverage, endorsements, procedures, or best practices
• Participate actively in continuing education (CE) and work towards obtaining industry designations as instructed by management
• Stay current on market trends and emerging risks, sharing knowledge with the team

WORKING AT SSP

• Learn more about what we do: https://sspins.com/
• We are Selfless, Stewards of our Partnerships.
• We have a fantastic culture...
• Learn more about our culture: https://www.youtube.com/watch?v=gOSuPIvJ2oQ

Perks/Benefits

• Unlimited PTO
• Health Insurance (Medical/Dental/Vision)
• Safe Harbor 401K (We contribute 3% regardless of whether you do!)
• Flexible Work Schedule
• Clear Growth Path
• In-House Continuing Education
• Team Outings & Events
• Community Outreach

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

E-Verify Participation

At Sterling Seacrest Pritchard, we participate in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.