Utilize exceptional client servicing skills to maintain and expand client relationships within your assigned book of accounts
Provide professional insurance services to clients by coordinating with Producers, Underwriters, Service Team members and other departments
Provide coverage analysis and risk management recommendations
Complete applications, prepare submissions, and negotiate coverage and pricing with carriers
Prepare proposals according to agency standards
Resolve issues related to billing and make policy changes
Respond to policy coverage related questions in a timely and professional manner
Prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals
Participate in continuing education to maintain P&C license, stay current with regulations and enhance insurance knowledge

Active Property & Casualty license
10+ years relevant commercial lines insurance experience, with at least 3 years in a brokerage environment
Experience in managing assigned accounts through the client life cycle, including the renewal process
Demonstrated ability to expand services at each renewal through upselling and cross selling
Effective oral and written communication and relationship building skills a must; demonstrated ability to converse with all levels of internal colleagues and external clients and vendors
Strong analytical and problem-solving skills, managing escalated client issues
Significant experience facilitating client meetings and presentations
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software

Client Executive, Business Insurance – P&C

Key skills