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C3 Risk & Insurance Services · 1 month ago

Commercial Lines - Client Executive

United States

Full-time

Remote

Senior Level, Lead/Staff

$145K/yr - $175K/yr

10+ years exp

C3 Risk & Insurance Services is dedicated to providing exceptional service in the insurance industry. The Client Executive role is responsible for leading service teams, managing client relationships, and ensuring quality standards are met for an assigned book of business.

Financial ServicesInsuranceLife ScienceMedical Device

Growth Opportunities

Responsibilities

Model the C3 culture to service teams through demonstration of company values, mission, and vision

Provide guidance to team on coverage, process adherence, and quality standards

Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA’s and KPI’s monthly, quarterly, and annually

Monitor service level adherence based on client segment to include the following activities:

Meet regularly with Producers to update, advise, and inform

Coordinate all activities on accounts

Complete and/or review new and renewal proposals

Participate and/or lead in all meetings with clients

Prepare and present pre-renewal strategy documents

Provide support and develop strong client relationships

Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed

Participate in new business development and presentations

Manage all facets of the renewal process:

Initiate client contact and orchestrate renewal strategy meetings

Coordinate early renewal negotiations with incumbent carriers

Oversee the process of preparing and updating specifications

Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage

Coordinate coverage placement through marketing efforts and provide direction to the service team

Review all quotes and manage coverage comparisons and rate negotiations

Prepare and deliver proposals

Prepare all binding instructions to carriers

Manage Expiration Lists

Establish and consistently maintain effective and positive working relationships with all associates and clients

Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format

Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content

Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients

Stay up to date on industry trends and changes including state and governmental regulations

Participate in continuing education and industry events

Support carrier relationships and build contacts through industry partnerships and associations

Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts

Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance

Adherence to the stated expectations of the C3’s Quality Management Program

May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3’s Performance Improvement Process

Perform other responsibilities and duties as needed

Qualification

Property & Casualty LicenseClient ManagementP&C Marketplace KnowledgeLeadership SkillsBachelor's DegreeInsurance DesignationMathematical SkillsCommunication SkillsCritical ThinkingOrganizational SkillsTeam Player

Required

Active unrestricted Property & Casualty Brokers License

10 years of industry experience

Minimum of 5+ years' experience in a Client Manager or Client Advisor role

Leadership skills, expertise, and experience to lead a team of service professionals

Attention to detail

Well organized

Proficient at math skills

Critical thinking skills

Great written and oral communication skills

Ability to multi-task

Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format

Ability to present complicated information to a variety of interest groups in a clear and unambiguous way

Deep understanding of the P&C marketplace

Ability to underwrite and market accounts providing competitive insurance solutions to clients

Stay up to date on industry trends and changes including state and governmental regulations

Maintain confidentiality in review of client's financial documents

Adherence to the stated expectations of the C3's Quality Management Program