[Hiring] Client Executive @C3 Risk & Insurance Services

Role Description

A Client Executive contributes to C3’s success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks:

• 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 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.

Qualifications

• Active unrestricted Property & Casualty Brokers License.
• 10 years of industry experience, with a minimum of 5+ years’ experience in a Client Manager or Client Advisor role.
• Bachelor’s degree and/or Insurance Designation is a plus.
• Experience managing Real Estate account preferred.

Requirements

• Strong leadership skills, expertise, and experience to lead a team of service professionals.
• Attention to detail, well organized, proficient at math skills, critical thinking, and great written and oral communication skills.
• Ability to multi-task and step up to other duties as needed.
• Ability to present complicated information clearly to various interest groups.
• Deep understanding of the P&C marketplace.
• Ability to prioritize tasks and set and achieve goals.
• Willingness to attend industry events and travel to client’s sites, with occasional overnight stays on out-of-state site visits.

Benefits

• Competitive salary.
• 100% employer-paid benefits.
• 401K match.
• Opportunities for growth.
• Flexible working schedules.
• Unlimited PTO to support work/life balance (with a two-week minimum).
• Fun atmosphere.
• No micromanagement.
• Opportunity to work from home/remote.

Company Description

C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.