Equipment Finance Sales Executive working closely with Regional Bank for optimal customer relationships and equipment financing. Prepare industry updates and generate new business while managing a high - quality financing portfolio.
CS
Hybrid Commercial Lines – Client Executive, Life Science
Posted last month
About the role
- Client Executive managing an assigned book of business at C3 Risk & Insurance. Leading service teams and developing strong client relationships in the Life Sciences sector.
Responsibilities
- Contribute to C3’s success by being a technical resource for the Property & Casualty Department
- Responsible for an assigned book of business
- Model the C3 culture to service teams
- Provide guidance to team on coverage, process adherence, and quality standards
- Guide team members in meeting internal Key Performance Indicators
- Monitor service level adherence based on client segment
- Meet regularly with Producers to update, advise, and inform
- Coordinate all activities on accounts
- Complete and/or review new and renewal proposals
- Prepare and present pre-renewal strategy documents
- Provide support and develop strong client relationships
- Participate in client claims reviews and follow up on related claims and coverage matters
- Manage all facets of the renewal process
Requirements
- Active unrestricted Property & Casualty Brokers License
- 10 years of industry experience
- Minimum of 5+ years’ experience in a Client Manager or Client Advisor role
- Bachelor’s degree and/or Insurance Designation (a plus)
- Experience managing Life Science accounts (preferred)
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
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