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Cross Insurance · 5 months ago

Commercial Lines Client Executive

US - MA - Wakefield

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Cross Insurance is seeking a Commercial Lines Client Executive to support client relationship management and coordinate insurance stewardship and service activities. The role involves building risk management strategies, managing client relationships, and overseeing the internal service team to ensure effective service delivery.

Auto InsuranceFinancial ServicesInsuranceInsurTechLife Insurance

Responsibilities

Foster strong relationships with consistent, value-added engagement between Cross and its client

Responsible for the development of detailed, effective, state-of-the-art insurance strategies for Cross Commercial Lines clients -renewal or new business opportunities

Provide Cross Senior Management with status updates on overall account performance and strength of client relationship

Drive organizational goals while upholding best practices with a team atmosphere

Manage the entire new business or renewal sales cycle within the internal team – coordinating resources, managing timelines and communication

Responsible for higher level leadership and project management of internal team and external resources– strategies, assigned roles, deadlines, renewals, expediting workflow

Organize and implement all necessary resources available for client needs including Brokerage, Account Management, Claims, and Risk Control

Lead regularly scheduled meetings with team to strategize on renewals or new business with appropriate timelines and clearly defined roles and deliverables

Assist with the definition and collection of necessary client information, financial data, and applicable applications

Lead efforts to build and maintain detailed client records for renewal or new business presentations – renewal metrics, schedule of insurance, marketing history, trend analysis, historic exposures etc

Overall advocate for the client in the marketplace and serve as a trusted risk management resource

Qualification

Commercial property & casualty insuranceClient relationship managementProject managementAMS360SalesforceData analysisMicrosoft OfficePrioritizationClient advocacyTeam dynamic facilitationPresentationOrganizational skillsVerbal communicationWritten communicationTime managementAttention to detailLeadership skills