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Commercial Lines Client Executive
Client Executive – This position is a client-facing role responsible for directly supporting client relationship management and coordinating all necessary insurance stewardship and service activity. The Client Executive is a high performing, goal-oriented individual whose primary responsibilities are building risk management strategies and managing the overall client relationship. The Client Executive is expected to also coordinate the relationships between the client and the internal Cross team, oversee the work product of the internal service team, and be the driving force for renewal and stewardship tasks. In partnership with the individual resources on the client service team, the Client Executive will negotiate and engage with carriers and underwriters when necessary. The Client Executive has responsibility to ensure team members deliver timely, technically sound, effective service as well as engage additional resources as needed to address the risk management needs of that client.
The Client Executive will also be involved with creating and assisting with new or expanded business opportunities for Cross Insurance with either existing clients or prospective clients.
Duties of a Commercial Lines Client Executive include, but are not limited to:
- Foster strong relationships with consistent, value-added engagement between Cross and its client.
- Responsible for the development of detailed, effective, state-of-the-art insurance strategies for Cross Commercial Lines clients -renewal or new business opportunities.
- Provide Cross Senior Management with status updates on overall account performance and strength of client relationship.
- Drive organizational goals while upholding best practices with a team atmosphere.
- Manage the entire new business or renewal sales cycle within the internal team – coordinating resources, managing timelines and communication.
- Responsible for higher level leadership and project management of internal team and external resources– strategies, assigned roles, deadlines, renewals, expediting workflow.
- Organize and implement all necessary resources available for client needs including Brokerage, Account Management, Claims, and Risk Control.
- Lead regularly scheduled meetings with team to strategize on renewals or new business with appropriate timelines and clearly defined roles and deliverables.
- Assist with the definition and collection of necessary client information, financial data, and applicable applications.
- Lead efforts to build and maintain detailed client records for renewal or new business presentations – renewal metrics, schedule of insurance, marketing history, trend analysis, historic exposures etc.
- Overall advocate for the client in the marketplace and serve as a trusted risk management resource.
Requirements:
- Five (5) years of insurance experience in a client facing role.
- Has in-depth technical knowledge of commercial property & casualty insurance coverages and products and can advise clients accordingly.
- Ability to facilitate an effective team dynamic.
- Ability to interpret, analyze and present critical insurance data.
- Strong organizational and leadership skills.
- Excellent verbal and written communication skills.
- Project Management skills including attention to detail, effective deliverables, time management and prioritization.
- Experience with AMS360, Microsoft Office (Word, Outlook, PowerPoint, Excel, Teams) and Salesforce.
- Commercial Lines Producer License.
