Demo

Client Service Executive - P&C

Sterling Seacrest Pritchard, Inc
Atlanta, GA Full Time
POSTED ON 4/6/2025
AVAILABLE BEFORE 5/4/2025

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

  • Initiate pre-renewal and strategy discussions with clients
  • Independently handle client renewal presentations and proposals
  • Prepare and present broker service proposals
  • Conduct WC Experience Mod Forecasting and Analysis
  • Create and deliver stewardship reports
  • Negotiate terms, conditions, and premiums for new and renewal accounts
  • Ensure all client service calendar obligations are met in collaboration with producers
  • Mentorship & Development

  • Mentor new and current team members, providing guidance and support for their development
  • Teach classes to the organization on insurance coverage, endorsements, procedures, or best practices
  • Participate actively in continuing education (CE) and work towards obtaining industry designations as instructed by management
  • Stay current on market trends and emerging risks, sharing knowledge with the team
  • WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities)

  • 6 years of relevant experience
  • Active Propert & Casuality Insurance Agent's License
  • Strong organizational and multitasking skills
  • Excellent communication and interpersonal abilities
  • Attention to detail and accuracy in all tasks
  • Ability to work effectively as part of a team
  • Demonstrated leadership and mentoring capabilities
  • Proficiency in managing client accounts and conducting renewals
  • Ability to negotiate effectively and independently
  • Strong analytical skills for conducting benchmarking, budgeting, and WC Experience Mod Analysis
  • 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

  • Unlimited PTO
  • Health Insurance (Medical / Dental / Vision)
  • Safe Harbor 401K (We contribute 3% regardless of whether you do!)
  • Dress For Your Day
  • Flexible Work Schedule
  • Clear Growth Path
  • In-House Continuing Education
  • Team Outings & Events
  • Community Outreach
  • 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

  • not applicable-
  • 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.

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Client Service Executive - P&C?

    Sign up to receive alerts about other jobs on the Client Service Executive - P&C career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $136,551 - $185,658
    Income Estimation: 
    $175,272 - $244,410
    Income Estimation: 
    $51,050 - $68,081
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $73,754 - $99,306
    Income Estimation: 
    $73,754 - $99,306
    Income Estimation: 
    $98,363 - $136,806
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Sterling Seacrest Pritchard, Inc

    Sterling Seacrest Pritchard, Inc
    Hired Organization Address Atlanta, GA Full Time
    An HR Generalist handles a broad range of HR tasks, including recruitment, employee relations, benefits administration, ...
    Sterling Seacrest Pritchard, Inc
    Hired Organization Address Atlanta, GA Full Time
    About the Organization At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance br...

    Not the job you're looking for? Here are some other Client Service Executive - P&C jobs in the Atlanta, GA area that may be a better fit.

    Client Executive - Retail & Hospitality

    Hispanic Technology Executive Council, Atlanta, GA

    Security Engineer

    International Executive Service Corps, Alpharetta, GA

    AI Assistant is available now!

    Feel free to start your new journey!