Client Services Executive - Private Client Group

Major Duties and Responsibilities Client Service & Growth / Account Executive

• Coordinate the preparation of effective proposals for Producer to use for renewal/new business. Accompany Producer (as needed) when making proposals and make proposals without Producer when needed/appropriate.
• Assist Producer with Information Gathering and Underwriting of risks that go into Marketing. Assist Producer with Binding new accounts with Marketing Team and ensuring post-implementation deliverables are met timely by the team.
• Assist Marketing Team with urgent marketing efforts (as needed).
• Coordinate the renewal process for existing Private Client Insurance accounts, including:
  Marketing (as needed to assist Client Managers), Renewal/Supplemental application completion and/or review of Schedules of Coverage with insureds, and confirmation of renewal orders from insureds.
• Initiate contact with clients periodically to ensure a high-level of client satisfaction.
• Work with Producer in the evaluation of exposures, loss experience and coverage needs for the clients and prospects.
• Closely work with Client Managers to ensure renewals are actively being reviewed and competitive pricing and terms are offered for existing clients. Follow up on Non-pays as requested by Producer.
• Assist Marketing and Client Managers with maintaining thorough documentation through the use and maintenance of marketing files, good transactional filing notes and telephone logs.
• Work with Claims team to be a liaison during and after claim to ensure high level of client satisfaction.

• Coordinate and create the delivery of agency value-added resources (e.g. Executive Risk Assessment, Zywave, Loss Prevention, Home Inventory, etc…) as needed for prospects and clients. (work with Practice Group and Resources)
• Assist Private Client Group with Development projects, as needed (e.g. Renewal Survey, E&O Checklist, PCG Rebranding)
• Coordinate content for R&Y e-Newsletter and work with Brand Manager to ensure they are sent out quarterly to all Private Client Accounts. (Quarterly)
• Build and brand Linked‑In Profile and presence. Work with Brand Manager for continuous development.
• Work closely with Producer to build and strengthen relationships with COIs, including hosting webinars, events, trainings, etc to leverage relationships and referral network. (Work with Practice Group)
• Work closely with the Producer and team to review Lost Business to identify patterns and ways to improve Retention as well as Win-Back Opportunities. (Jordan’s book)
• Develop Cross‑sell initiative for other opportunities to sell business (Life, LTC, Disability). (Jordan’s book)
• Develop and maintain Cross‑Sell initiatives with carriers (as needed).

• 4-year college degree.
• 3+ years Property & Casualty (specifically Private Client) insurance work experience.
• Prior sales and/or marketing experience in the insurance industry is preferred.
• Strong knowledge of Property & Casualty coverages (specifically Private Client).
• Excellent interpersonal skills, customer focus and the ability to work as part of a team with Producer(s) and Client Managers.
• Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps.
• Strong ability to research market niches, communicate with carrier marketing departments and underwriters, and develop action plans for new business and renewal efforts.
• Good computer skills (Sagitta AMS, Word, and Excel software experience preferred).
• The ability to clearly and effectively communicate via phone, email, in person and in writing.
• The ability to travel up to 25%.

Note:

This job description is not all-inclusive and may be supplemented as business conditions change.