Risk Consultancy, Client Executive

Job description for: Client Executive

REPORTS TO: Managing Director

STATUS: Exempt

JOB SUMMARY:

The Client Executive is responsible for developing new business relationships, expanding and rounding out current business relationships by cross-selling other Sentinel departments and performing other tasks essential to the overall growth of Sentinel.

Who you are:

A proactive, confident self-starter who thrives in competitive situations and has the ability to positively influence others through poised, charismatic communication. A dynamic multitasker with the ability to focus on several tasks at once and work comfortably in a fast-paced environment.

At all times, this role is responsible for adherence to the stated expectations of Sentinel’s Errors and Omissions Management Program.

PRIMARY RESPONSIBILITIES:

·     Overall Business Development – hitting new business goal by month, quarter, and annually; managing pipeline and related prospect engagement metrics, meet development measurables as outlined

·    Responsible for the oversight, management, and implementation of all strategies as they relate to management and servicing of an account.

·        Oversee a proactive and positive client experience, working in coordination with the service team

·        Oversight of account claims process in coordination with claims team.

·        Consistent Center of Influence Development and Management.

·        Participate in weekly meetings regarding client experience, service, renewal retention and claims

·        Comfortable and fluid in usage of CRM tools - Salesforce, LinkedIn and Zywave

·        Collection and management of Accounts Receivable.

·        Generation and communication of account placement strategy.

·        Generation and collection of data for new accounts.

·        Relationship growth and maintenance with insurance carriers and underwriters.

·        Fostering a positive work environment.

·        Maintain an up to date understanding of the insurance marketplace and carrier trends.

·        Community outreach and involvement.

·        Contribute to Thought Leadership with articles or presentations on various topics

PERSONAL AND ORGANIZATIONAL DEVELOPMENT:

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of

transactions and other responsibilities.

• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.

• Remains up to date regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance.

• Interact with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

KNOWLEDGE, SKILLS AND ABILITIES:

• High School education or equivalent.

• Completion of a Professional Designation course - AAI, CIC or CISR designation preferred.

• Property & Casualty Insurance License, or ability to obtain within the first 90 days of employment.

• Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner.

• Ability to understand written and oral communication and interpret abstract information.

• General knowledge of insurance products and usages.

• General knowledge of insurance markets and reference to markets.

• General knowledge of insurance rating and underwriting procedures.

• Ability to carry out complex tasks with many concrete and abstract variables.

• Strong computer skills and familiarity with tools such as Outlook, Excel, Word, Zywave, ReferenceConnect and Salesforce.

• Ability to manage complex projects simultaneously.

• Ability to work independently and take the lead on all elements of client servicing.

• Negotiation and presentation skills.

WORKING CONDITIONS:

• Fast-paced environment.

• Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.