Hybrid Business Insurance Client Executive

Posted 3 weeks ago

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About the role

  • Assist producers in new production activities to meet or exceed production goals as established.
  • Oversee or facilitate Renewal process for existing business to meet or exceed goals as established.
  • Design Detailed analyses, including but not limited to: Exposure Analysis Claims review Loss Trends Market Changes Certificate Audits
  • Design presentations for prospect/client meetings.
  • Independently conduct meetings with client/carriers, as needed.
  • Accompany producers on Prospect meetings.
  • Meet with producers and account teams to discuss issues and resolve problems.
  • Maintain proper level of communication and build effective relationships with producers, account teams and carrier partners.
  • Gather client information for renewals and new business to begin the remarketing/marketing process.
  • Develop and expand coverage lines to existing accounts.
  • Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts.
  • Maintain a current level of knowledge on forms and coverage changes through bulletins and circulars.
  • Participate in seminars and classes for skill and knowledge development.
  • Keep abreast of industry trends and insurance marketplace changes to help maintain competitive status for the agency within the industry.
  • Key Liaison with clients to assess needs and provide solutions.
  • Develop, Maintain and execute proactive service plan for each client.
  • Review Prospects policies/insurance program and provide feedback.
  • Provide Quality Consultation services and serve as a resource to producers, Account Managers and Clients.

Requirements

  • Currently Florida 2-20 License
  • Previous Managerial or Team-Lead experience a plus
  • Excellent presentation, written, communication and customer service skills
  • Excellent leadership skills
  • Travel required
  • College degree desirable; or equivalent combination of education and 10 years related experience.
  • Strong technical insurance knowledge and background
  • Strong communication and negotiation skills under stressful situations
  • Working knowledge of Sagitta Agency Management/ImageRight Document Management System, or willingness to learn

Benefits

  • Generous time off, including personal and volunteering
  • Health Insurance
  • 401k
  • Professional development opportunities
  • Hybrid work
  • Six week paid parental leave for the birth or adoption of a child
  • Charitable contribution match programs
  • Stock purchase opportunities

Job title

Business Insurance Client Executive

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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