Client Relationship Executive

Job Summary:

The Client Relationship Executive will exercise independent judgment and discretion to perform the essential duties of this position which includes assisting the Agents in servicing a book of business and performing work directly related to the general business operations of the agency.

Essential Functions:

• Actively support and incorporate company mission and core values into daily work activities
• Maintain a positive and respectful attitude with agency clients, potential clients, and other professional third-party contacts
• Work as a team member to achieve department goals and overall company goals
• Demonstrate positive customer service skills with effective communication, respect and integrity
• Maintain confidentiality of all information related to clients, customers, carriers or, as appropriate, other confidential business information
• Consistently report to work on time prepared to perform duties of position
• Demonstrate leadership skills and continually lead by example
• Perform office work directly related to the general business operations of the agency which includes exercising discretion and independent judgment with respect to managing client accounts
• Independently contact small, medium, and large-size accounts for renewals and upselling policies
• Recommend appropriate coverages and binding of sales where required
• Works independently as well as with account, agency and corporate staff to rehabilitate accounts with poor claims experience
• Uses own strategies to plan travel schedule to visit with customers considering factors such as location, amount of annual premium, requests from underwriting, proximity to other accounts, etc.
• Builds relational ties with customers
• Lead appointment setting efforts on behalf of the Agents including cold calling potential clients in some circumstances
• Participate in special projects such as seminars
• Handle in-bound telephone calls of all types
• Perform functions on agency management system proficiently and assist others
• Take calls from clients requesting changes, process change requests and report to the insurance carrier
• Initiate or respond to questions pertaining to invoicing and billing
• Review renewal policies for accuracy
• Lead efforts to assist clients in the claims process and support where required
• Create APEX drawing documentation for remittance and support of Agent
• Complete Site Visits with documentation of existing risk issues
• Provide support for Agent/Client Relationship Executive client renewal meetings
• Works independently as well as with the other Customer Service staff and Agents to do routine service and make policy change requests on all accounts
• Properly handle any generated documents from the insurance carrier or requests within delegated authority
• Participate in continuing education courses to maintain all valid insurance licenses
• Conform to all agency policies, procedures, and guidelines including appropriate documentation retention for E&O prevention
• Position Requirements:
• Possess a supportive and responsive manner with customers
• Possess high school diploma or equivalent
• Hold a property/casualty Producer’s license
• Ability to perform multiple tasks in complex working environment accurately and efficiently
• Valid driver’s license with no more than 1 minor violation in the past 3 years
• Possess above average computer knowledge and skills
• Make decisions independently using knowledge and experience
• Writing a business letter
• Building relationships with clients, including negotiating with customers, handling complaints, and handling difficult clients
• Giving and taking criticism
• Excellent verbal and written communication skills, including active listening, ability to guide client conversations, and effective questioning
• Reading and understanding non-verbal cues
• Managing time effectively including timely follow-up with clients
• Working independently and being self-motivated
• Dealing with stress
• Combining speed with accuracy
• Making clear and effective presentations
• Selling the company’s products, developing and retaining accounts and cross selling accounts
• Conducting building surveys
• Working with on-line rating
• Physical Requirements:
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Ability to perform the essential functions of the position with or without reasonable accommodation
• Sufficient mobility to work in and move about in a standard office setting
• Sufficient hand, arm, and finger dexterity to operate a computer keyboard and other professional equipment
• Ability to spend substantial time working on a computer, sitting and/or standing
• Ability to hear and articulate well enough to carry on a normal conversation, both in person and over the telephone
• Ability to express and exchange ideas and to convey and understand detailed information accurately and quickly
• Ability to read materials in either a printed format or on a computer screen
• Ability occasionally to lift and move up to 25 pounds
• Ability to travel as needed to perform the essential functions of the position
• Ability to maintain attention to detail and complete work projects accurately in a short amount of time despite interruptions
• Ability to maintain confidentiality and professionalism in all situations
• High energy level and ability to handle stress-related situations on a daily basis.
• Working Conditions:
• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job:
• High pressured, fast-paced environment with significant telephone and personal disruption
• Large number of multiple steps in complex system performed with accuracy and speed
• Primarily a sedentary office classification in a fast-paced office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances
• Frequent exposure to employees and others
• May be required to drive and travel unaccompanied in diverse weather conditions
• Individual will likely drive between 20,000 and 30,000 miles in a year
• Will need to work evenings and weekends on occasion
• The physical and mental requirements and working conditions described here are representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• This position is designated as a safety sensitive position because it requires working with highly sensitive and confidential company and client information. Performing this job in a discreet and professional manner requires alertness at all times. Any lapse in attention could have a significant impact on the company and its clients.
• The company reserves the right to change this job description and/or assign tasks for the employee to perform at any time, with or without notice, as it may deem appropriate. This document does not represent a contract of employment and is not meant to alter the at-will status of the employment in any way. To the extent that any provision of a written contractual agreement contradicts this job description, the provision of the contractual agreement will supersede the contradicting provision herein.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Choose your own hours
• Monday to Friday
• Weekends as needed

Supplemental Pay:

• Bonus opportunities

Location:

• Missouri (Required)

Work Location: Remote

Salary : $50,000 - $60,000