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Client Executive Role: Service & Sales
Mission: To retain 100% of accounts and work with our producer(s) to grow our book of business by delivering world class service in measurable ways. Build lasting relationships with clients by working efficiently, advising them on risk, and earning their trust.
This document will serve as a resource and highlight the role of a client executive. The Client Executive should be an extension of the producer and try to think like one in terms of servicing accounts – anticipate needs, plan, communicate with client, underwriters, and account team, and delegate as needed.
Services Necessary to Achieve Mission:
Onboard Account- Create Service Timeline
Anticipate Needs, Coverage Questions
Coordinating, Loss Control
Claims, Marketing & others as necessary
Build Relationships
Double Check Policies
Review for Coverage Recommendations (account round)
Contract Reviews/Negotiations:
It’s not “No” its “here’s what we can do”
EMR Projections, Audits
Install Zywave, Introduce all the tools included. (OSHA, Documents)
New Business & Renewal Planning:
Work with Producer and CSA to create plan no less than 90 day out
Negotiate with carriers, don’t just accept it
Gather Information in the least burdensome manner
Provide compelling narratives
Stewardship meeting – should be tied to SERVICE TIMELINE and include a report detailing:
Claims Review from Claims Team
Reports, Adjuster contact on over $25k, Plan of action on open claims
Insurer Evaluation
Pricing, Coverage, Claim handling
Audit Review
Exposures Estimates against YTD Client Expectations
ONI/EPIC Services Performed
Benchmarking
Certs Issued
Marketing Efforts
Number of Calls logged
Optional Insurance Presented
Captive, Alt Risk, Higher Limits
Background and Experience:
Desire to help others, specifically businesses be successful
Bachelor’s degree strongly preferred
Minimum 5 (5) years commercial insurance experience
Valid Indiana Property & Casualty License
Maintain and Manage required licensing continuing education requirements
Advanced insurance designation required; AAI or CIC
Proficiency with Microsoft products
Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
Thorough understanding of Commercial Lines underwriting, coverages and risk analysis
Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency
Excellent written and verbal communication skills
Goal oriented and highly self-motivated and resourceful to achieve results
Ability to work independently, as well as in a team environment
WHY JOIN EPIC?
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
#LI-SG1
#LI-Hybrid
Full Time
$243k-309k (estimate)
07/28/2024
09/26/2024
epicbrokers.net
Fremont, CA
<25
The job skills required for Client Executive include Customer Service, Planning, Pricing, Goal Oriented, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Executive. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Executive. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Executive positions, which can be used as a reference in future career path planning. As a Client Executive, it can be promoted into senior positions as a Sales Rep., Sr. (Bio-Medical Equip. & Supplies) that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Executive. You can explore the career advancement for a Client Executive below and select your interested title to get hiring information.
If you are interested in becoming a Client Executive, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Executive for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Executive job description and responsibilities
Client executives handle the project management procedures, monitoring project milestones, and ensuring that the deliverables adhere to the clients' specifications and business requirements.
02/25/2022: Modesto, CA
Negotiate with client for efficient services delivery at profitable fees.
03/14/2022: Hopkinsville, KY
Ensure services are priced correctly for client expansion opportunities.
02/23/2022: Yakima, WA
Present solutions to clients and negotiate price optimally.
01/07/2022: Huntington, NY
Do draft client service agreement providing details on scope of service and compensation.
01/01/2022: Augusta, GA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Executive jobs
They develop and maintain existing client relationships.
01/22/2022: Bridgeport, CT
An outstanding client servicing executive should demonstrate excellent communication, problem-solving, and customer service skills at all times.
01/09/2022: Champaign, IL
Account Executives also need to be very hard working.
03/01/2022: Oakland, CA
They must know how to serve as client point person on assigned accounts, juggling multiple projects and deadlines.
01/17/2022: Lansing, MI
You should be able to understand and satisfy the client needs and challenges.
12/31/2021: Lansing, MI
Step 3: View the best colleges and universities for Client Executive.