Client Executive - Business Insurance National Accounts
Core
Service and retain an existing commercial book of business for business insurance clients, managing daily servicing tasks and supporting marketing/placement of new and renewal accounts.
Role type
Client Executive (Business Insurance National Accounts)
Builds
Commercial insurance policies and risk assessment solutions
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
Commercial insurance industry knowledge, policy document analysis, underwriting guidelines knowledge, client relationship management, negotiation with underwriters, property and casualty licensing
Preferred skills
College degree, CIC/CRM/ARM certifications
Technologies
Insurance policy forms, endorsements, carrier systems
Responsibilities
Process daily servicing tasks, delegate tasks to team members, support marketing/placement of new and renewal accounts, review insurance policy documents to identify coverage placements, analyze policy forms and endorsements, interpret key policy language, evaluate clients' needs, negotiate with underwriters
Seniority
Mid-level, hands-on IC