P&C Commercial Client Executive Financial

Location: Baltimore, MD
Job Type: Direct Hire
Salary: $100,000.00 - $130,000.00
Degree: Master; Bachelor; Juris Doctorate;
Date: 8/14/2017
Job ID: 02510467
Job Description
Summary of Position:   Lead responsibility for client; position has a significant book of business. Accountable for overall relationship with clients1. Involved in developing2 client relationships beyond annual renewal and consulting on programs.
This includes growth on current book of business, a comprehensive understanding of client’s business, a minimum of 95% retention, and client satisfaction for a book of business.
Essential Duties and Responsibilities include the following:
  1. Quality Client Service & Expertise
  • Primary accountability for growth, retention and client satisfaction for that book of business
  • Develop thorough understanding of client businesses, their policies, practices, industries and objectives
  • Responsible for stewardship planning and conducting annual stewardship meeting
  • Retains and develops accounts by:
    • Collaborate with the client and team regarding the risk to the client for the most cost effective and proper insurance coverage
    • Review proposals which have been prepared by the Client Managers in order to evaluate and recommend coverage and program alternatives
    • Assist clients with understanding plan design, funding, administration options for insurance program renewals
    • Review all program calculations and reports for accuracy prior to client delivery
    • Manage the client cycle and monitor time frames and renewal deadlines
    • Assess client needs and questions and reviews options with clients
    • Regularly ensure that all policies are renewed on a timely basis
    • Periodically review documents for accuracy prior to customer delivery
    • Provide additional resources for the client as needed including but not limited to access to outside vendors and third party administrators
  • Analyze data to draw conclusions and recommend findings to client
  • Service clients in accordance with professional service standards,E&O Plus management guidelines, and other practice guidelines; including legal and regulatory requirements
  • Understands and stays current within technical and professional standards
  • Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
  • Professionally represent Broker to clients/carriers/vendors
  • Possess a thorough understanding within your business area of concentration3
  • Possess strong4 presentation skills capabilities,with the ability to focus on and address client’s key needs and concerns
  • Produce high quality work
  • Consulted by others for technical knowledge
  • Viewed by co-workers and clients as industry subject matter expert
  • Serve as a mentor to developing staff
Other QualificationsCertificates, Licenses, Registrations Required to Successfully Performing the Essential Job Functions:
  • Maintain Licenses, Certifications and Registrations required to successfully perform the essential job functions; Appropriate jurisdictional licenses as required.
  • Advanced insurance designations, such as CIC, CPCU, CEBS, CLU or other pertinent designations desirable. 
  • Life and Health, Property and Casualty desired for cross-selling opportunities.
  • Current unrestricted driver’s license and vehicle insurance for personal vehicle use.