What are the responsibilities and job description for the Client Service Executive - P&C position at Sterling Seacrest Pritchard, Inc?
About the Organization
At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second.
We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Category
Insurance
Description
Client Service Executive
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the full spectrum of client account management and ensuring the highest standards of service. Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE serves as a mentor for their team, lead client renewal presentations, and maintain strong relationships with carriers and brokers.
WHAT YOU'LL DO (Essential Job Tasks)
As a Client Service Executive , you will :
Account Management
- Ensure compliance with all signed documentation and regulatory filings
- Take ultimate responsibility for billing and managing aged receivables
- Review and take appropriate action on all account reports
- Maintain direct communication with managers and producers regarding staff, client, and claim issues
- Provide timely feedback to Associates / Assistants and escalate to managers as needed
- Assess workloads and delegate duties effectively to ensure optimal team performance
- Conduct account benchmarking and budgeting as requested
- Act as the primary contact for clients, fostering and maintaining strong relationships
New & Renewal Accounts
Mentorship & Development
WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities)
WORKING AT SSP
Learn more about what we do :
We are Selfless , Stewards of our Partnerships .
We have a fantastic culture...
And we're here to support you!
PERKS / BENEFITS
Position Requirements
Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.
Full-Time / Part-Time
Full-Time
Shift
City
Atlanta
State
Georgia
Position
Client Service Executive - P&C
Exempt / Non-Exempt
Exempt
Open Date
8 / 5 / 2024
This position is currently accepting applications.