Client Services Executive - Private Client Group

"Ross & Yerger Insurance, Inc."

Apr 27, 2026

Description

Major Duties and Responsibilities:

Client Service & Growth / Account Executive:

Coordinate the preparation of effective proposals for Producer to use for renewal/new business. Accompany Producer (as needed) when making proposals and make proposals without Producer when needed/appropriate.
Assist Producer with Information Gathering and Underwriting of risks that go into Marketing. Assist Producer with Binding new accounts with Marketing Team and ensuring post-implementation deliverables are met timely by the team.
Assist Marketing Team with urgent marketing efforts (as needed).
Coordinate the renewal process for existing Private Client Insurance accounts, including: Marketing (as needed to assist Client Managers), Renewal/Supplemental application completion and/or review of Schedules of Coverage with insureds, and confirmation of renewal orders from insureds.
Initiate contact with clients periodically to ensure a high-level of client satisfaction.
Work with Producer in the evaluation of exposures, loss experience and coverage needs for the clients and prospects.
Closely work with Client Managers to ensure renewals are actively being reviewed and competitive pricing and terms are offered for existing clients. Follow up on Non-pays as requested by Producer.
Assist Marketing and Client Managers with maintaining thorough documentation through the use and maintenance of marketing files, good transactional filing notes and telephone logs.
Work with Claims team to be a liaison during and after claim to ensure high level of client satisfaction.

Business Development:

Coordinate and create the delivery of agency value-added resources (e.g. Executive Risk Assessment, Zywave, Loss Prevention, Home Inventory, etc…) as needed for prospects and clients. (work with Practice Group and Resources)
Assist Private Client Group with Development projects, as needed (e.g. Renewal Survey, E&O Checklist, PCG Rebranding)
Coordinate content for R&Y e-Newsletter and work with Brand Manager to ensure they are sent out quarterly to all Private Client Accounts. (Quarterly)
Build and brand Linked-In Profile and presence. Work with Brand Manager for continuous development.
Work closely with Producer to build and strengthen relationships with COIs, including hosting webinars, events, trainings, etc to leverage relationships and referral network. (Work with Practice Group)
Work closely with the Producer and team to review Lost Business to identify patterns and ways to improve Retention as well as Win-Back Opportunities. (Jordan’s book)
Develop Cross-sell initiative for other opportunities to sell business (Life, LTC, Disability). (Jordan’s book)
Develop and maintain Cross-Sell initiatives with carriers (as needed).

Requirements:

4-year college degree.
3+ years Property & Casualty (specifically Private Client) insurance work experience.
Prior sales and/or marketing experience in the insurance industry is preferred.
Strong knowledge of Property & Casualty coverages (specifically Private Client).
Excellent interpersonal skills, customer focus and the ability to work as part of a team with Producer(s) and Client Managers.
Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps.
Strong ability to research market niches, communicate with carrier marketing departments and underwriters, and develop action plans for new business and renewal efforts.
Good computer skills (Sagitta AMS, Word, and Excel software experience preferred).
The ability to clearly and effectively communicate via phone, email, in person and in writing.
The ability to travel up to 25%.

Note: This job description is not all-inclusive and may be supplemented as business conditions change.

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