Client Service Executive

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.
• 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 service commitments (Stewardship Report, Pre Renewal Meetings, etc.)
• Participate in new business development and proposals with Client Sales Executive.
• Manage all facets of renewal process.
• Act as a leader for the service team members.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education And / Or Experience :

Work Environment & Physical Demands :