Client Executive - Remote

Overview

The Client Executive is responsible for servicing accounts, anticipating client needs, and building lasting relationships to retain and grow the business.

In Short

• Act as an extension of the producer in servicing accounts.
• Retain 100% of accounts and grow the book of business.
• Onboard accounts and create service timelines.
• Negotiate with carriers and handle renewals.
• Provide risk advice and coverage recommendations.
• Conduct claims reviews and audits.
• Maintain required licensing and continuing education.
• Utilize Microsoft products for various tasks.
• Work independently and in a team environment.
• Deliver excellent customer service and communication.

Requirements

• Bachelor’s degree strongly preferred.
• Minimum 5 years of commercial insurance experience.
• Valid Indiana Property & Casualty License.
• Advanced insurance designation preferred (AAI or CIC).
• Strong customer service skills and risk assessment abilities.
• Detail-oriented and able to meet deadlines.
• Excellent written and verbal communication skills.
• Goal-oriented and self-motivated.
• Ability to work in a fast-paced environment.
• Empathy, proactivity, and resourcefulness.

Benefits

• 401K matching.
• Generous Time Off Policy.
• Flexible Work Options.
• Medical, Dental, Vision, and Pet Insurance.
• Cancer Insurance and Wellness Programs.
• Employee Award Programs (Trips!).