Client Executive - National Accounts
Hybrid
Core
Service and retain an existing commercial book of business for business insurance clients.
Role type
Client Executive (National Accounts)
Builds
Commercial insurance accounts and renewals
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Commercial insurance industry knowledge, policy document analysis, underwriting negotiation, binding authority procedures, client relationship management, workload delegation
Preferred skills
College degree, CIC/CRM/ARM certifications
Technologies
Insurance policy forms, endorsements, carrier systems
Responsibilities
Process daily servicing tasks, support marketing/placement of new and renewal accounts, evaluate client needs, negotiate with underwriters, manage book of business, delegate tasks to team members