Client Service Executive

5 days ago

San Diego, California, United States Vets Hired Full time
About the Role

We are seeking a highly skilled Client Service Executive to join our team at Vets Hired. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Account Management
    • Oversee ongoing account service activities, ensuring seamless communication with clients and internal stakeholders.
    • Manage and collect receivables, working closely with the Client Sales Executive to deliver invoices and meet financial targets.
    • Coordinate activities on XLP accounts, reviewing and delivering summaries, proposals, and policies to clients.
    • Evaluate claims data, advising clients on risk management needs and presenting findings to stakeholders.
    • Present and participate in meetings with clients, maintaining current Insurance Summaries and updating COWs annually.
  • Renewal Process Management
    • Manage the renewal process, developing strategies and coordinating with clients to meet their needs.
    • Gather underwriting information, preparing and updating underwriting specifications to ensure accurate quotes and coverage.
    • Coordinate coverage placement, working with Marketing and Client Administrator to deliver binders, invoices, and other necessary documents.
    • Advise and inform the Client Sales Executive of account-specific factors affecting Carrier quotes or requirements.
    • Prepare and deliver proposals, advising clients of coverage options and presenting findings to stakeholders.
  • Claim Advocacy and Management
    • Provide effective claim advocacy and management, developing and maintaining a computer-based task system for E&O claims.
    • Manage assigned claims independently, actively working with clients and internal stakeholders to resolve issues.
    • Participate in client claim reviews, presenting findings and recommendations to stakeholders.
    • Review and summarize coverage positions, evaluating coverage denials and reservations of rights.
    • Develop and implement strategies to resolve disputed or denied claims, working with clients and internal stakeholders to achieve successful outcomes.
  • Leadership and Collaboration
    • Act as a leader for the service team, creating an environment of trust, open communication, and cohesive team effort.
    • Facilitate problem-solving and collaboration, focusing the team on internal and external client requirements.
    • Work closely with the department Manager and Director of Client Services to obtain necessary resources and support the team's requirements.
Requirements
  • Bachelor's degree plus 3 or more years of daily World Class Client service experience, or a minimum of 6 years industry experience showing increasing responsibility.
  • Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Driver's License.
  • Achieve and maintain advanced insurance designations, such as CPCU or CIC.
  • Excellent understanding of insurance terminology, trends, and factors influencing the industry.
  • Proficiency with personal computers and Microsoft Office applications, with the ability to operate standard office equipment.
  • Prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly and clearly.
Work Environment and Physical Demands
  • Ability to use a computer keyboard and sit in a stationary position for extended periods, as well as use office equipment such as fax and copy machines, and telephones.
  • Work is performed in a typical interior/office work environment, with occasional travel to client sites required.

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