Client Service Executive

Client Service Executive

Description :

CLIENT EXECUTIVE SERVICE

DEPARTMENT : BUSINESS INSURANCE STATUS : EXEMPT

REPORTS TO : PRINCIPAL AND DIRECTOR, BUSINESS INSURANCE DIVISION

SUMMARY

Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Oversee ongoing account service activities.
• Prepare monthly production and activity reports.
• Manage / collect receivables in conjunction with Client Sales Executive.
• Meet regularly with Client Sales Executive to update, advise and inform.
• Coordinate activities on accounts.
• Review and deliver summary, proposals and policies.
• Lead, present and participate in meetings with clients.
• Maintain current Insurance Summaries on all accounts.
• Update COW's annually on all accounts.
• Meet World Class Client servicemitments (Stewardship Rep ort, Pre Renewal Meetings, etc.)
• Participate in new business development and proposals with Client Sales Executive.
• Pursue opportunities to round out existing client programs with additional and / or increased lines of coverage.
• Coordinate coverage placement through managing the direction provided to service team.
• Deliver binders and invoices.
• Manage all facets of renewal process.
• Initiate client contact and orchestrate renewal strategy meetings.
• Gather renewal underwriting information.
• Oversee process of preparing and updating underwriting specifications.
• Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
• Advise, inform and involve Client Sales Executive, as required in marketing process.
• Prepare and deliver proposals.
• Prepare all orders and instructions to Client Administrator.
• Manage expiration lists. Revision Date : March, 2015 Page 2 of 2
• Act as a leader for the service team members.
• Create an environment oriented to trust, openmunication, and cohesive team effort.
• Facilitate problem solving and collaboration when faced with client difficulties.
• Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards , techniques and tools to support task performance.
• Provide necessary business information to enhance the team's professional development.
• Ensure deliverables are prepared to satisfy client requirements, cost and schedule.
• Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

EDUCATION AND / OR EXPERIENCE

WORK ENVIRONMENT & PHYSICAL DEMANDS