What are the responsibilities and job description for the Client Executive - Commercial Lines position at Unison Risk Advisors?
Working at RCM&D and SISCO is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.
Job Summary : RCM&D is currently searching for a Client Executive in our Commercial department. The Client Executive has overall responsibility for a significant book of business, ensuring client satisfaction and retention. The successful candidate will lead the annual planning process with each client, ensuring that their program supports financial and organization goals. Using consultative insight to support decisions for change, the Client Executive will lead the team in preparing and presenting recommendations to the client. This individual will manage multiple client service teams, ensuring consistent work product, client satisfaction and internal work efficiency. The Client Executive will participate in business development opportunities, working with the Sales Executives. Additionally, this individual will actively be involved in market-building activities, such as participation in industry groups and speaking engagements.
A Day in the Life :
- Maintain a designated book of business; accountable for growth, retention, and client satisfaction for that book of business.
- Develop a thorough understanding of client businesses, their policies, practices, and industries.
- Interpret technical findings and communicate them to clients in reports and presentations.
- Assist with the development of specifications for renewal marketing, working to support the marketing executive for renewals.
- Extract information and draw conclusions from carrier data and claim reports to interpret trends and anticipate potential problems for clients.
- Assess client needs and questions and review options with clients, making sound recommendations on a day-to-day basis.
- Manage the client cycle and monitor timeframes and renewal deadlines.
- Maintain regular contact with clients and prospects, keeping them up to date on technical and legislative issues.
- Plan and conduct annual stewardship meetings.
- Retain and develops account by making recommendations regarding the risk to the customer for the most cost effective and proper insurance coverage, preparing proposals, evaluating and recommending other lines, and providing additional resources for the client, as needed.
- Review policy coverages and identify cross-selling and additional revenue opportunities.
- Maintain client files on EPIC system and use EPIC to perform all transactions.
- Comply with all E&O Plus, legal and regulatory requirements.
- Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
- Assist clients with understanding the design, funding, and administrative options for insurance program renewals and marketing, and effectively communicate more complex insurance concepts based on clients' needs.
What You'll Need :
Who You Are :
Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.
