Client Executive - Health Care

Responsibilities

• Review and analyzemercial accounts for coverage, limits, etc, and make appropriate rmendations to clients.
• Work with management in RFP / RFQ and new business initiatives.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Coordination service, as appropriate, with Account Management assigned representative.
• Coordinate with risk services, as needed.
• Develop new business from existing accounts through account rounding for additional coverages if not purchased and refer business to EB & PL, if possible.

Handle the insurance procurement of assigned leads and contribute to meeting assigned production goals.

• Coordinate ongoing service for existing accounts and assist Account Managers, as needed.
• New business goal : $35,000 or number agreed and assigned by CSO.
• Gather information from clients and prepare applications for submission to the Marketing Department regarding new and / or renewal coverage.
• Review and present client proposals based on client's needs, rates and coverages.
• Assist in collecting premium from clients and arranging satisfactory financing, by cancelled coverage and review overdue balance reports and coordinate with the AM and Finance Department to keep clients' payment status current.
• Interface withpany support staff and Marketing Department by meeting to review accounts helping to determine markets to be considered, set appointment dates, and renewal agreements timely and otherwise assist in the handling of efficient processing of business.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of thepany.
• Qualify and handle leads generated by thepany.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
• Participate in sales meetings and maintain production reports / CRM as required, significant coverage concerns, problems of all services and collections.
• Identify, develop and qualify new prospects to meet new business goals.
• Other responsibilities as assigned by the Manager.

Qualifications :

• Willingness and ability to travel to client visits, conferences as required and carrier meetings.
• Ten years related experience inmercial insurance.
• Thorough knowledge ofmercial lines coverages and markets.
• Producer's license.
• Experience with Excel, Word and PowerPoint.
• Excellent organizational, interpersonal,munication skills and ability to work in a team environment.

Department Account Management & Service

Required Experience : 7-10 years of relevant experience

Required Travel : Up to 25%

Required Education : High school or equivalent

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This contact information is for amodation requests only; do not use this contact information to inquire about the status of applications. Job ID R0025109