Description
SUMMARY:
The Client Executive position provides an exceptional opportunity for a career-minded individual who wants to make a meaningful contribution within our organization. The complexity of accounts and innovative service offering fosters both a challenging and rewarding learning environment that will enable one to grow both professionally and financially. This position mentors our middle market client service team, proactively identifying and meeting client needs, enabling retention and growth of a defined book of business from a client service perspective.
This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to middle market clients.
QUALIFICATIONS:
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Assists Producers in all aspects of client servicing and developing new and renewal business.
- Ensures EPIC Team understands overall client needs, service delivery methods, and performance requirements always needed to exceed client requirements.
- Identifies and coordinates appropriate EPIC resources to support clients in implementation of all strategies, including client-specific renewal strategies.
- Works collaboratively with Producers, Risk Control Consultants, Claims Manager, and Support Personnel for the development and delivery of risk summaries, stewardship reports, loss analysis/stratification information for clients, etc.
- Coordinates the efforts of the Client Manager and other colleagues to service clients efficiently. May handle all aspects of client relationships on certain accounts.
- Provides oversight of the timely and accurate completion of mid-term endorsements, certificates, invoices, audits, etc.
- Provide guidance for review of client exposure and identify recommendations for program coverages.
- Partners with colleagues regarding mentorship, training, and development.
- Travels as needed to meet with clients and assists in the production of new accounts as required.
REQUIREMENTS:
- Excellent negotiation skills and in-depth working knowledge of the insurance business within assigned clients' industries as well as knowledge of all major lines of business.
- Strong proficiency in MS Office programs such as Excel, PowerPoint, and Outlook.
- Evidence of ability to become proficient in internal EPIC software tools and systems. Proficiency in Sagitta and ImageRight is preferred.
- Excellent verbal and written communication skills.
- Strong leadership skills within Property and Casualty servicing function, with experience in delegation, coaching, and mentoring of colleagues.
- Strong aptitude for interpretation of coverage forms, contractual agreements, and financial statements.
- Highly motivated with a strong work ethic and ability to work independently and with minimal supervision.
- Client service focused with a high degree of professionalism.
- Detail-oriented, technical ability to identify, create, and present data.
- Strong understanding of professional and industry standards and practices.
KEY COMPETENCIES:
- Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process.
- Ability to understand coverage questions.
- Recognize problems and respond appropriately.
- Able to analyze situations logically in order to draw solid conclusions.
- Strong attention to detail and time management abilities.
- Ability to handle highly sensitive and confidential information.
- Customer service oriented.
- Enthusiasm and zest for continual learning.
- Strong ability to multi-task and assign priority.
- Ability to work effectively and efficiently both with and without direct supervision.
- Ability to work effectively and efficiently in a team environment as well as independently.
- Strong interpersonal communication skills, both written and oral.
- Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc.
EDUCATION and/or EXPERIENCE:
- Bachelor's College degree preferred.
- 5 – 10 years of commercial property and casualty insurance experience in a client facing role
- Project management and leadership experience
- Insurance industry designations preferred (CRIS, CIC, CPCU, CRM, ARM etc.)
CERTIFICATES, LICENSES, REGISTRATIONS:
- Property and Casualty Broker License and ability to successfully maintain required licensing through required Continuing Education
- Valid Driver License
The national average salary for this role is $125k to $160k in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.
WHY JOIN EPIC?
- Ranked #17 Top Global Broker by AM Best
- Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
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