Client Executive, Specialty Lines
Core
Manage assigned account renewals from start to finish, ensuring effective communication with insurance carriers and internal departments to deliver outstanding service to clients.
Role type
Client Executive (Account Management)
Builds
Insurance policy renewals, coverage summaries, invoices, and client documentation for specialty lines.
Domain
Insurance / Specialty Lines
Deliverable
client delivery
Required skills
Account renewal management, policy review and discrepancy identification, internal stakeholder coordination, invoice and billing coordination, premium financing contract coordination, underwriter negotiation, proposal preparation, bilingual communication (English/Spanish)
Preferred skills
EPIC system experience
Technologies
Office 365, Microsoft Excel, EPIC
Responsibilities
Maintain and organize client records including policies and certificates; keep Summary of Coverage up to date; facilitate internal communications between departments; review policies for discrepancies; verify and forward endorsements; coordinate policy delivery documents; ensure timely invoicing; monitor payments and account milestones; handle client communications for renewals; meet with underwriters to negotiate renewal terms; prepare submissions and proposals.
Seniority
Mid-level, hands-on IC