P&C - Client Service Executive
On-siteVestavia Hills, Alabama, United States
Job Summary
Manage client accounts by ensuring compliance with documentation, overseeing billing and aged receivables, and conducting benchmarking and budgeting. Lead client renewal presentations, negotiate terms and premiums, and act as the primary contact for carriers and brokers while maintaining direct communication on staff and claim issues. Mentor team members, deliver training on coverage and procedures, and delegate duties to optimize performance. Independently handle pre-renewal strategy discussions and prepare broker service proposals. Stay current on market trends and emerging risks to share knowledge with the team.
Required Qualifications
- 6+ years of relevant experience
- Active Property & Casualty Agent's License
- Strong organizational and multitasking skills
- Excellent communication and interpersonal abilities
- Attention to detail and accuracy in all tasks
- Ability to work effectively as part of a team
- Demonstrated leadership and mentoring capabilities
- Proficiency in managing client accounts and conducting renewals
- Ability to negotiate effectively and independently
- Strong analytical skills for conducting benchmarking, budgeting, and WC Experience Mod Analysis
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