Partnering with another Client Executive Service, this position is responsible for ongoing account service, renewal activities and claims review for the XLP account. This position provides leadership and risk management expertise for the XLP service team.
Essential Duties & ResponsibilitiesOversee ongoing account service activities.Deliver invoices and manage/collect receivables in conjunction with Client Sales Executive.Meet regularly with Client Sales Executive to update, advise, educate and inform of recent industry trends and events.Coordinate activities on XLP account.Review and deliver summaries, proposals and policies.Evaluate claims data and advise client on risk management needs.Present and participate in meetings with client.Maintain current Insurance Summary on account.Update COW’s annually on all account.Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)Coordinate coverage placement by providing direction to the service team.Manage all facets of renewal process.Manage strategy development and Initiate client contact to coordinate renewal strategy meetings.Gather renewal underwriting information to prepare and update underwriting specifications.Coordinate coverage placement through instructions provided to Marketing and Client Administrator, review and deliver binders, invoices, etc.Advise and inform Client Sales Executive of recent account specific factors which may affect Carrier quotes or requirements.Prepare and deliver proposals and advise client of coverage options available.Manage policy expiration date.#MMABI
#LI-DNI
The applicable base salary range for this role is $90,100 to $167,900.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.