Sterling Seacrest Pritchard · 2 hours ago
Client Service Executive - P&C
Atlanta, GA
Full-time
Onsite
Senior Level
6+ years expSterling Seacrest Pritchard is a client-focused organization seeking a Client Service Executive (CSE) to oversee client account management and ensure high service standards. The CSE will be responsible for strategic planning, client retention, and mentoring team members while managing client relationships and renewal presentations.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Ensure compliance with all signed documentation and regulatory filings
Take ultimate responsibility for billing and managing aged receivables
Review and take appropriate action on all account reports
Maintain direct communication with managers and producers regarding staff, client, and claim issues
Provide timely feedback to Associates/Assistants and escalate to managers as needed
Assess workloads and delegate duties effectively to ensure optimal team performance
Conduct account benchmarking and budgeting as requested
Act as the primary contact for clients, fostering and maintaining strong relationships
Initiate pre-renewal and strategy discussions with clients
Independently handle client renewal presentations and proposals
Prepare and present broker service proposals
Conduct WC Experience Mod Forecasting and Analysis
Create and deliver stewardship reports
Negotiate terms, conditions, and premiums for new and renewal accounts
Ensure all client service calendar obligations are met in collaboration with producers
Mentor new and current team members, providing guidance and support for their development
Teach classes to the organization on insurance coverage, endorsements, procedures, or best practices
Participate actively in continuing education (CE) and work towards obtaining industry designations as instructed by management
Stay current on market trends and emerging risks, sharing knowledge with the team
Qualification
Required
6+ years of relevant experience
Active Property & Casualty Insurance Agent's License
Strong organizational and multitasking skills
Excellent communication and interpersonal abilities
Attention to detail and accuracy in all tasks
Ability to work effectively as part of a team
Demonstrated leadership and mentoring capabilities
Proficiency in managing client accounts and conducting renewals
Ability to negotiate effectively and independently
Strong analytical skills for conducting benchmarking, budgeting, and WC Experience Mod Analysis
Benefits
Unlimited PTO
Health Insurance (Medical/Dental/Vision)
Safe Harbor 401K (We contribute 3% regardless of whether you do!)
Dress For Your Day
Flexible Work Schedule
Clear Growth Path
In-House Continuing Education
Team Outings & Events
Community Outreach
Company
Sterling Seacrest Pritchard
Sterling Seacrest Pritchard provides risk management, business insurance, personal insurance, surety bonds and employee benefits services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Bailey
CEO
Vici Alexander
Chief Financial Officer
Recent News
The Business Journals
2024-05-23
The Business Journals
2024-05-23
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