Client Executive (P&C)

Locations: Carmel Indiana, Chicago Illinois

Summary

The Commercial Lines Client Executive should be an extension of the producer and try to think like one in terms of servicing accounts – anticipate needs, plan ahead, communicate with client, underwriters, and account team, and delegate as needed.

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.

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 is not “No” its “here is what we can do”
• EMR Projections, Audits Install Zywave/RMC/etc., Introduce all the tools included. (OSHA, Documents)
  
  

Traits

• Empathy
• Proactive
• Resourceful
• Dedicated
• New Business & Renewal Planning:
• Work with Producer and CSA to create plan no less than 90 days out
• Negotiate with carriers
• Gather Information in the least burdensome manner
• Provide compelling narratives
• Protect insureds, round out accounts, make recommendations on coverage
• Handle Renewals completely for accounts under $10k in revenue in person or by phone without direct involvement by the producer in the
• 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
• 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 preferred, 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, coverage, 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?

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
  
  

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.