Client Relationship Executive
2 weeks ago
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**Regular or Temporary**:
Regular
**Language Fluency**:English (required)
**Work Shift**:
1st shift (United States of America)
**Please review the following job description**:
Lead and coordinate marketing and service activities on new and renewal business as well as support Producer in sales activities. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes. Build and grow relationships with clients, carrier representatives, and teammates.
***Hybrid schedule in our Irvine, CA Office**
**ESSENTIAL DUTIES AND RESPONSIBILITIES**:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.
2. Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.
3. Ability to direct and lead mid-year reviews and annual stewardship meetings.
5. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.
6. Coordinate and work closely with local and national leadership to drive Line of Business strategy and initiatives as well as promote and drive utilization of best practices.
7. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.
8. Assist the Producer in collecting client information.
9. Provide analyses and recommendations of coverage needs to the Producer and client. Assist the Producer in developing and leading initial marketing and renewal strategies, working with service team and other account team members and direct communications with carrier underwriters and other carrier representatives.
11. Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client.
12. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.
13. Coordinate with service team to schedule and conduct client and/or team meetings.
14. Understand and utilize the client management system(s) and other relevant technology platforms.
15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments.
16. Effectively lead resolution of workflow issues.
17. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.
18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills.
19. Other job duties and responsibilities as requested by management.
**Required Qualifications**:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and/or related experience
2. Four years of relevant insurance industry experience
3. Appropriate insurance license(s)
4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced
6. Leadership skills and service and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale
7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates
8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff
9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market and employee relations problems
11. Ability to travel overnight
**Preferred Qualifications**:
1. Other advanced degree(s)
2. Insurance industry certifications in addition to necessary license(s)
3. Significant experience leading teams and/or projects
4. Excellent interpersonal skills, strong verbal and written communication skills
- **The annual base salary for this position is $150,000 - $160,000**
**General Description of Available Benefits for Eligible Employees of TIH**:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility
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