Client Executive

1 month ago

Portland, United States Alera Group Full time

Propel Insurance, an Alera Group Company is looking for a Client Executive to join their team 

 

At Propel, we make it our business to know our clients worlds inside and out. With decades of industry-specific experience, we bring our clients a real-world understanding of the challenges they face. We’re recognized as a leader in providing innovative insurance solutions, and are proud of the long-standing partnerships we’ve developed with many of the nation’s leading carriers. 


Our employees are devoted to serving our customers and knowing insurance. As it turns out, insurance isn’t the only thing they are passionate about.

 

The Client Executive is a Sales position focused on client facing activities that free the Producer up to grow his or her book organically. The Client Executive should work collaboratively and in support of the Producer to coordinate pre-renewal, stewardship and selected renewal meetings. The role requires high level consultation, negotiation, troubleshooting, and leadership in sales presentations. Client Executives work at the direction of the Producer, and frequently independent of the producer, executing account strategy by working with insurance companies and Propel team members to ensure that service deliverables are executed. Seen by the client as primary support and a direct extension of the Producer for insurance, risk and in some cases surety consulting. The position requires developing and building solid relationships and ensuring client satisfaction. In addition to overseeing the book of business assigned, the Client Executive may be called upon to provide technical support, and carrier relationship support for the benefit of the practice/niche he or she works in.


  • Retain and grow all accounts coded or split coded to the Client Executive.
  • Routinely visit with assigned clients and function as the Sales Representative for coverage consultation, placement strategy and service deliverables. 
  • Set renewal placement strategy including holding internal and external pre-renewal meetings, directing the marketing process and quality control proposals.
  • Ensure that Propel’s value proposition is being delivered to all client coded to the Client Executive.
  • Conduct client stewardship meetings with reports and exhibits generated by the team. 
  • Advise clients and service team members regarding coverage and risk exposures, reviewing complicated contract and policy questions and negotiating with carriers to minimize gaps and omissions.
  • Audit client insurance placements, reviewing for potential gaps in coverage.
  • Resolve customer inquiries and problems.
  • Attend industry conferences to network and entertain customers and prospects.
  • Attend select claims reviews, ensuring the customer needs are being met.
  • Work collaboratively and communicate effectively with Account Managers, Sales Executives, Practice Leaders and others to ensure client focus is maintained at all times.
  • Identify and convert on account rounding and cross-sell opportunities.

Knowledge and Skills

  • Ability to manage sophisticated risk management accounts and non-standard insurance techniques.
  • Extensive knowledge of carriers and industry standard coverage forms.
  • Strong oral and written communication skills including presentation skills.
  • Demonstrated proficiency in MS Office:  Word, Excel, Outlook.
  • Specific Industry knowledge e.g. Construction, Assisted Living etc. a plus.
  • Strong work ethic – timely follow-up, team oriented, proactive, detail oriented, and dependable.
  • Ability to work independently while keeping open communication within the team. 
  • Self motivated.
  • Ability to multitask (organizes and prioritizes work loads).
  • Strong problem solving and negotiation skills.

Other Requirements

  • Frequent travel to client sites.  Occasional travel to remote office locations, seminars, training, and conferences.
  • Availability during non-core business hours.
  • Dependable transportation, personal auto use may be required.  Must meet Propels liability insurance policy and procedure standards.

 


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

#LI-KL1

#LI-Hybrid

PandoLogic. Category:Customer Service, Keywords:Client Services Executive, Location:Portland, OR-97204

  • Client Executive

    1 month ago

    Portland, United States Alera Group Full time

    Job DescriptionPropel Insurance, an Alera Group Company is looking for a Client Executive to join their team!  At Propel, we make it our business to know our clients worlds inside and out. With decades of industry-specific experience, we bring our clients a real-world understanding of the challenges they face. We’re recognized as a leader in providing...

  • Client Executive

    4 weeks ago

    Portland, United States Alera Group Full time

    Propel Insurance, an Alera Group Company is looking for a Client Executive to join their team!  At Propel, we make it our business to know our clients worlds inside and out. With decades of industry-specific experience, we bring our clients a real-world understanding of the challenges they face. We’re recognized as a leader in providing innovative...

  • Client Solutions Executive

    1 week ago

    Portland, United States BairesDev Full time $50,000

    At BairesDev, we've been leading the way in technology projects for over 15 years. We deliver cutting-edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our diverse 4,000+ team, composed of the world's Top 1% of tech talent, works remotely on roles that drive significant impact worldwide.When you apply for this position,...

  • Client Solutions Executive

    1 week ago

    Portland, United States BairesDev Full time $50,000

    At BairesDev, we've been leading the way in technology projects for over 15 years. We deliver cutting-edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our diverse 4,000+ team, composed of the world's Top 1% of tech talent, works remotely on roles that drive significant impact worldwide.When you apply for this position,...

  • Client Executive

    1 month ago

    Portland, OR, United States Alera Group Full time

    Propel Insurance, an Alera Group Company is looking for a Client Executive to join their team!  At Propel, we make it our business to know our clients worlds inside and out. With decades of industry-specific experience, we bring our clients a real-world understanding of the challenges they face. We’re recognized as a leader in providing innovative...

  • Strategic Client Partner

    3 weeks ago

    Portland, Oregon, United States McKinstry Full time

    About McKinstryWe are innovating the waste and climate harm out of the built environment, creating lasting impact by addressing the climate, affordability, and equity crises.Buildings generate nearly 40% of total global energy-related carbon emissions. Our solution-focused approach addresses this challenge through renewables, engineering, and construction...

  • Traveling Cardiac Cath Lab RN Specialist

    3 weeks ago

    Portland, Oregon, United States HealthEcareers - Client Full time

    Job Opportunity: Traveling Cardiac Cath Lab RN SpecialistHealthEcareers - Client is seeking an experienced Traveling Cardiac Cath Lab RN Specialist for a 13-week contract in Oregon.About the JobThis opportunity involves working as a full-time Registered Nurse in a Cath Lab setting, providing top-notch care to patients and collaborating with the healthcare...

  • Account Executive

    3 weeks ago

    Portland, United States Maine Insurance Agents Association Full time

    Are you looking for a change? United Insurance is hiring an experienced Account Executive to join their agency located in Portland, Maine. As an Account Executive, you should possess superior sales skills, have a strong desire to succeed, be self-motivated, be able to multi-task, thrive in a fast-paced environment, enjoy working with people and manage...

  • Market Strategy Executive

    3 weeks ago

    Portland, Oregon, United States Jacobs Full time

    About the RoleAs a Market Strategy Executive at Jacobs, you will play a key role in driving business growth and success. This exciting opportunity is ideal for a seasoned professional with a proven track record of achieving sales goals through strong strategy execution and client relationships.Job DescriptionYou will be responsible for developing and...

  • Executive Assistant OR

    4 weeks ago

    portland, United States Creative Financial Staffing Full time

    Executive Assistant - CFS has teamed up with a long-established publishing company in the Portland Metro Area About the Company and Opportunity: Executive Assistant Our client is a renowned independent publisher, celebrated for its wide range of comics and graphic novels - looking to ad an Executive assistant to their team The role is the right hand to...

  • Executive Assistant OR

    4 weeks ago

    Portland, United States Creative Financial Staffing Full time

    Executive Assistant - CFS has teamed up with a long-established publishing company in the Portland Metro AreaFor a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.About the Company and Opportunity: Executive Assistant Our client is a renowned independent publisher, celebrated for its wide range of...

  • Executive Support Specialist

    3 weeks ago

    Portland, Oregon, United States Let's Work Full time

    We are Let's Work, a dynamic and growing company seeking a skilled and detail-oriented Executive Support Specialist to support our operations.This role requires strong organizational skills, excellent communication abilities, and a commitment to delivering exceptional service. As an Executive Support Specialist, you will perform day-to-day office tasks,...

  • Sales Development Executive

    3 weeks ago

    Portland, United States Linguava Full time

    Company Name: Linguava Interpreters Title of Position: Sales Development Executive Department: Client Relations/Sales Report To: VP of Sales & Marketing Position Type: Full-Time / Salaried plus commission Location: Hybrid or Remote (12106 NE Marx St, Pdx, OR 97220) Schedule: Monday-Friday (8 am - 5 pm); 40 hours Founded in 2010, and located in Portland,...

  • Sales Development Executive

    3 weeks ago

    Portland, United States Linguava Full time

    Company Name: Linguava Interpreters Title of Position: Sales Development Executive Department: Client Relations/Sales Report To: VP of Sales & Marketing Position Type: Full-Time / Salaried plus commission Location: Hybrid or Remote (12106 NE Marx St, Pdx, OR 97220) Schedule: Monday-Friday (8 am - 5 pm); 40 hours Founded in 2010, and located in Portland,...

  • Personal Lines Sales Executive

    2 months ago

    Portland, United States Cross Insurance Full time

    The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines Sales Executive Sales Executives are primarily responsible for prospecting, networking, and selling new personal lines business while creating and maintaining strong relationships with current customers, underwriters, and other industry professionals. Duties of a...

  • Account Executive

    3 weeks ago

    Portland, United States Tradesmen International Full time

    Description: Since 1992, Tradesmen International has been the construction industrys premier Construction Labor Support Company, helping contractors greatly improve their workforce productivity while reducing their labor costs and recruitment efforts. We have organically grown our operations to over 180 locations across America, and our rapid growth has been...

  • Account Executive

    3 weeks ago

    Portland, United States Tradesmen International Full time

    Description: Since 1992, Tradesmen International has been the construction industrys premier Construction Labor Support Company, helping contractors greatly improve their workforce productivity while reducing their labor costs and recruitment efforts. We have organically grown our operations to over 180 locations across America, and our rapid growth has been...

  • Executive Account Builder

    3 weeks ago

    Portland, Oregon, United States McKinstry Full time

    Build a sustainable future with McKinstry.We are innovating the built environment and reducing waste, making a lasting impact on our industry and communities. Our vision is to build a thriving planet, and we're looking for big thinkers and problem solvers to join us.The OpportunityWe are seeking an experienced Senior Account Executive to join our New...

  • VP, Client Success Onboarding

    6 days ago

    Portland, United States Unum Full time

    Job Posting End Date: January 10When you join the team at Unum, you become part of an organization committed to helping you thrive.BenefitsHere, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members...

  • VP, Client Success Onboarding

    6 days ago

    Portland, United States Unum Full time

    Job Posting End Date: January 10When you join the team at Unum, you become part of an organization committed to helping you thrive.BenefitsHere, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members...