Commercial Lines - Client Executive (Real Estate)

Description

WHO WE ARE

C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.

At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors.

WHO YOU NEED TO BE

• You are the best of the best. Your producers and clients love you and you know how to keep them delighted!
• You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years’ experience in a Client Manager or Client Advisor role.
• Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say.
• You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery.
• You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills.
• Technology is your friend– you usually know all the shortcuts, and what you don’t know, you learn quickly.
• You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend.
• If you have a bachelor’s degree and/or Insurance Designation that’s a plus in your favor!
• Experience managing Real Estate account preferred.

THE JOB

A Client Executive contributes to C3’s success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks:

• Model the C3 culture to service teams through demonstration of company values, mission, and vision.
• Provide guidance to team on coverage, process adherence, and quality standards.
• Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA’s and KPI’s monthly, quarterly, and annually.
• Monitor service level adherence based on client segment to include the following activities:
  • Meet regularly with Producers to update, advise, and inform.
  • Coordinate all activities on accounts.
  • Complete and/or review new and renewal proposals.
  • Participate and/or lead in all meetings with clients.
  • Prepare and present pre-renewal strategy documents.
  • Provide support and develop strong client relationships.
• Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
• Participate in new business development and presentations.
• Manage all facets of the renewal process:
  • Initiate client contact and orchestrate renewal strategy meetings.
  • Coordinate early renewal negotiations with incumbent carriers.
  • Oversee the process of preparing and updating specifications.
  • Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage
  • Coordinate coverage placement through marketing efforts and provide direction to the service team
  • Review all quotes and manage coverage comparisons and rate negotiations
  • Prepare and deliver proposals.
  • Prepare all binding instructions to carriers.
  • Manage Expiration Lists
• Establish and consistently maintain effective and positive working relationships with all associates and clients.
• Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
• Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
• Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
• Stay up to date on industry trends and changes including state and governmental regulations.
• Participate in continuing education and industry events.
• Support carrier relationships and build contacts through industry partnerships and associations.
• Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts.
• Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
• Adherence to the stated expectations of the C3’s Quality Management Program.
• May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3’s Performance Improvement Process.
• Perform other responsibilities and duties as needed.

THE FINE PRINT

Work Environment & Physical Demands

• You must be able to use a keyboard and other office equipment.
• Willing to attend industry events and travel to client’s sites required, with occasional overnight stays on out-of-state site visits.
• C3 is an equal opportunity employer.

At C3 Risk & Insurance Services, we offer:

• Competitive salary
• 100% employer-paid benefits
• 401K match
• Opportunities for growth
• Flexible working schedules
• Unlimited PTO to support work/life balance (with a two-week minimum)
• Fun atmosphere
• No micromanagement
• Opportunity to work from home/remote

The applicable base salary range for this role is $145,000 to $175,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.