Commercial Lines Client Executive Associate

Job Description

Job Description

Major Duties and Responsibilities :

• Effectively assist with the renewal process for existing Commercial Insurance accounts, including but not limited to : tracking upcoming renewal progress, maintaining weekly renewal reports comprised of expiring terms compared to quoted terms to date.
• Work with production team to provide submission support in that of property valuations, geolocation maps, schedule of values, and client file management.
• Work with production team to put together complete new business submissions.
• Initiate contact with clients periodically to ensure a high-level of client satisfaction.
• Closely work with Client Managers to negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients.
• Proof proposals prior to delivery to AE and / or Producer
• Work with Clients and carriers to coordinate loss control visits and loss recommendation compliance.
• Assist Client Managers with maintaining thorough documentation through the use and maintenance of marketing files, emails, and all other forms of communication
• Maintain and monitor daily suspense to follow up on items requested by Account Executive and carriers.
• Coordinate the delivery of agency value-added resources as needed for clients.

Requirements :

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