Commercial Lines Client Executive

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 :

WHY JOIN EPIC?

Salary : $25,000