Client Service Executive

1 week ago


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

As a Client Service Executive - Insurance Specialist at Vets Hired, you will be responsible for delivering exceptional client service and managing ongoing account service activities. This includes overseeing account service activities, delivering invoices, and managing receivables in conjunction with the Client Sales Executive.

Key Responsibilities
  • Account Management
    • Coordinate activities on XLP accounts, review and deliver summaries, proposals, and policies, and evaluate claims data to advise clients on risk management needs.
    • Present and participate in meetings with clients, maintain current Insurance Summaries on accounts, and update COWs annually on all accounts.
  • Renewal Process Management
    • Manage strategy development and initiate client contact to coordinate renewal strategy meetings, gather renewal underwriting information, and prepare and update underwriting specifications.
    • Coordinate coverage placement, review and deliver binders, invoices, and advise clients of recent account-specific factors that may affect Carrier quotes or requirements.
  • Claim Advocacy and Management
    • Develop and maintain a computer-based task system of events and diary of routine status updates for E&O claims, actively manage assigned claims independently, and participate in client claim reviews.
    • Review and summarize coverage positions, including evaluation of coverage denials and reservations of rights, and present analysis and recommendations to clients.
  • Leadership and Collaboration
    • Create an environment oriented to trust, open communication, and cohesive team effort, facilitate problem-solving and collaboration when faced with client difficulties, and focus the team on internal and external client requirements.
    • Work closely with department managers and directors to obtain necessary resources, discuss project impediments, and escalate issues that cannot be resolved by the team.
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 directly related to the performance of the above duties.
  • Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Driver's License.
  • Achieve and maintain advanced insurance designations applicable to the above duties, such as CPCU or CIC designations.
  • Excellent understanding of insurance terminology, trends, and factors influencing the industry, and proficiency with personal computers and Microsoft Office applications.
Work Environment and Physical Demands
  • Ability to use computer keyboard and sit in a stationary position for extended periods, as well as the use of 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.


  • San Diego, California, United States Marsh & McLennan Companies Full time

    Job Title: Client Service ExecutiveWe are seeking a highly skilled Client Service Executive to join our team at Marsh & McLennan Agency. As a Client Service Executive, you will be responsible for delivering exceptional client service and driving business growth through strategic account management.Key Responsibilities:Client Service: Provide exceptional...


  • San Diego, California, United States Marsh McLennan Full time

    Job Title: Client Service ExecutiveWe are seeking a highly skilled Client Service Executive to join our team at Marsh McLennan Agency. As a Client Service Executive, you will be responsible for delivering exceptional client service and driving business growth through strategic account management.Key Responsibilities:Client Service: Provide exceptional client...


  • San Diego, California, United States Marsh & McLennan Companies Full time

    Job SummaryWe are seeking a highly skilled Client Service Executive to join our team at Marsh & McLennan Agency. As a Client Service Executive, you will be responsible for providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesClient Service: Meet with clients throughout the year to...


  • San Diego, California, United States Marsh & McLennan Companies Full time

    Job SummaryAs a Client Service Executive at Marsh & McLennan Agency, you will be responsible for delivering exceptional service to our World Class Client accounts. This role requires a strong understanding of insurance terminology, trends, and factors influencing the industry. You will work closely with the Client Sales Executive to develop and implement...


  • San Diego, California, United States Vets Hired Full time

    About the JobWe 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 exceeding their expectations.Key ResponsibilitiesAccount Service ActivitiesOversee ongoing account...


  • San Diego, California, United States Marsh & McLennan Companies Full time

    Job SummaryWe are seeking a highly skilled and experienced Client Service Executive to join our team at Marsh & McLennan Agency. This role will be responsible for providing exceptional client service and support to our World Class Client accounts.Key ResponsibilitiesOversee ongoing account service activities, including preparing monthly production and...


  • San Diego, California, United States Vets Hired Full time

    About the JobAs a Client Service Executive at Vets Hired, you will play a critical role in delivering exceptional service to our clients. This position requires a service-oriented individual with high personal standards and a hands-on work style.Key ResponsibilitiesAccount Service: Oversee ongoing account service activities, including delivering invoices and...


  • San Diego, California, United States Marsh & McLennan Companies Full time

    Job DescriptionMarsh & McLennan Agency is seeking a highly skilled Client Service Executive to join our team. As a key member of our Employee Health & Benefits Division, you will be responsible for providing exceptional client service and driving business growth.Key ResponsibilitiesClient Service: Meet with clients throughout the year to ensure a high level...


  • San Diego, California, United States Marsh & McLennan Companies Full time

    Job SummaryWe are seeking a highly skilled Client Service Executive to join our team at Marsh & McLennan Agency. This role will be responsible for delivering exceptional client service and driving business growth through strategic account management.Key ResponsibilitiesClient Service and RetentionDevelop and maintain strong relationships with key clients to...

  • Client Executive

    4 weeks ago


    San Ramon, California, United States Hispanic Technology Executive Council Full time

    About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Global Enterprise Sales team. As a Client Executive, you will be responsible for leading WWT sales efforts with local Fortune 500/Enterprise level customers across all verticals.Key ResponsibilitiesEstablish and maintain customer executive relationships to support...

  • Client Executive

    2 weeks ago


    San Ramon, California, United States Hispanic Technology Executive Council Full time

    Why WWT?At World Wide Technology, we empower our employees to make a new world happen. Our collaborative work benefits our clients and partners as much as it does our people and communities across the globe. WWT is dedicated to achieving its mission of creating a profitable growth company that is also a Great Place to Work for All. We achieve this through...

  • Client Executive

    2 weeks ago


    San Ramon, California, United States Hispanic Technology Executive Council Full time

    About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Global Enterprise Sales team. As a Client Executive, you will be responsible for leading WWT sales efforts with local Fortune 500/Enterprise level customers across all verticals.Key ResponsibilitiesEstablish and maintain customer executive relationships to support...

  • Client Executive

    4 weeks ago


    San Diego, California, United States Gartner Full time

    About the RoleGartner is seeking a highly skilled Client Executive to join our team. As a Client Executive, you will be responsible for developing and implementing effective strategies to improve the value delivered by Gartner's products and services to our clients.Key ResponsibilitiesConsult with C-level executives to develop and implement enterprise-wide...

  • Client Executive

    4 weeks ago


    San Ramon, California, United States Hispanic Technology Executive Council Full time

    About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Global Enterprise Sales team. As a Client Executive, you will be responsible for leading WWT sales efforts with local Fortune 500/Enterprise level customers across all verticals.Key ResponsibilitiesEstablish and maintain customer executive relationships to support...

  • Client Executive

    2 weeks ago


    San Ramon, California, United States Hispanic Technology Executive Council Full time

    About the RoleWe are seeking a highly motivated and experienced Client Executive to join our Global Enterprise Sales team. As a Client Executive, you will be responsible for leading WWT sales efforts with local Fortune 500/Enterprise level customers across all verticals.Key ResponsibilitiesBuild and nurture relationships with customer leaders to identify...


  • San Diego, California, United States Vets Hired Full time

    About the RoleWe 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 ResponsibilitiesAccount ManagementOversee ongoing account service activities, ensuring...


  • San Diego, California, United States Vets Hired Full time

    About the JobAt Vets Hired, we are seeking a highly skilled Client Service Executive to join our team. 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 ResponsibilitiesAccount ManagementOversee ongoing account service activities, including...


  • San Diego, California, United States Gartner Full time

    About the Role:Gartner is seeking a highly skilled Client Executive to join our team. As a Client Executive, you will be responsible for developing and implementing effective strategies to improve the value delivered by Gartner's products and services to our clients.Key Responsibilities:Consult with C-level executives to develop and implement enterprise-wide...

  • Client Executive 2

    3 weeks ago


    San Diego, California, United States Sodexo Full time

    Job Title: Client Executive 2Sodexo is seeking a seasoned Client Executive 2 to support Sharp Healthcare in San Diego, CA. This role will oversee multiple locations within the market, focusing on environmental services and client relations across different client accounts.Key Responsibilities:Establish and maintain mutually beneficial business relationships...


  • San Diego, California, United States Marsh McLennan Full time

    Job SummaryWe are seeking a highly skilled Client Service Executive to join our team at Marsh & McLennan Agency. As a Client Service Executive, you will be responsible for delivering exceptional client service and driving business growth through strategic account management.Key ResponsibilitiesDevelop and implement client service strategies to drive business...