Client Executive (Commercial Lines)

Tucson, Arizona

The Client Executive position is responsible for assisting Sales Executives in securing new business and in retaining renewal business for the agency on select accounts determined by premium size or complexity.

Principal Duties and Responsibilities

  • Responsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunities
  • Proactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing.
  • Maintaining contact and collaborate with internal (Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
  • Main point of contact for select clients - review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures, and perform contract reviews and advise clients on insurance and indemnification
  • Relationship building with the client and the appropriate client team members
  • Prescribing , planning , and implementing appropriate risk management services for assigned accounts
  • Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
  • Planning, preparing and implementing stewardship meetings, where applicable
  • Process, delegate and/or oversee audits, proposals and policy checking
  • Conduct all business in accordance with established policies and procedures
  • Regularly attends client meetings on or off site
  • Other duties as assigned

  • 5 - 7 years in commercial lines insurance
  • P&C License, required
  • Exceptional customer service and interpersonal skills, required
  • Some college, a plus, not required
  • Strong analytical aptitude and commitment to accuracy
  • Proficiency in Microsoft Office 365, required

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