What are the responsibilities and job description for the Commercial Client Executive(P&C) position at EPIC Insurance Brokers & Consultants?
Locations : Carmel Indiana, Chicago Illinois
Summary
The 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 :
WHY JOIN EPIC?
Salary : $25,000
