6+ years of relevant experience in client service or account management
Active Property & Casualty Agent's License
Strong organizational and multitasking skills
Excellent communication and interpersonal abilities
Proficiency in managing client accounts and conducting renewals
Demonstrated leadership and mentoring capabilities
Strong analytical skills, including experience with benchmarking and WC Experience Mod Analysis
Responsibilities
Ensure compliance with documentation and regulatory filings
Manage billing and aged receivables for client accounts
Foster relationships with clients, carriers, and brokers
Conduct renewal presentations and prepare broker proposals
Mentor and develop team members, sharing knowledge and guidance
Negotiate terms for new and renewal accounts
Conduct strategic pre-renewal discussions with clients
Benefits
Unlimited PTO
Health Insurance (Medical/Dental/Vision)
Safe Harbor 401K with 3% company contribution
Flexible work schedule
Clear growth path within the organization
In-house continuing education opportunities
Engagement in team outings and community outreach events
Full Job Description
Category Insurance
Description
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the full spectrum of client account management and ensuring the highest standards of service. Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE serves as a mentor for their team, lead client renewal presentations, and maintain strong relationships with carriers and brokers.
WHAT YOU'LL DO (Essential Job Tasks)
As a Client Service Executive, you will:
Account Management
Ensure compliance with all signed documentation and regulatory filings
Take ultimate responsibility for billing and managing aged receivables
Review and take appropriate action on all account reports
Maintain direct communication with managers and producers regarding staff, client, and claim issues
Provide timely feedback to Associates/Assistants and escalate to managers as needed
Assess workloads and delegate duties effectively to ensure optimal team performance
Conduct account benchmarking and budgeting as requested
Act as the primary contact for clients, fostering and maintaining strong relationships
New & Renewal Accounts
Initiate pre-renewal and strategy discussions with clients
Independently handle client renewal presentations and proposals
Prepare and present broker service proposals
Conduct WC Experience Mod Forecasting and Analysis
Create and deliver stewardship reports
Negotiate terms, conditions, and premiums for new and renewal accounts
Ensure all client service calendar obligations are met in collaboration with producers
Mentorship & Development
Mentor new and current team members, providing guidance and support for their development
Teach classes to the organization on insurance coverage, endorsements, procedures, or best practices
Participate actively in continuing education (CE) and work towards obtaining industry designations as instructed by management
Stay current on market trends and emerging risks, sharing knowledge with the team
WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities)
6+ years of relevant experience
Active Property & Casualty Agent's License
Strong organizational and multitasking skills
Excellent communication and interpersonal abilities
Attention to detail and accuracy in all tasks
Ability to work effectively as part of a team
Demonstrated leadership and mentoring capabilities
Proficiency in managing client accounts and conducting renewals
Ability to negotiate effectively and independently
Strong analytical skills for conducting benchmarking, budgeting, and WC Experience Mod Analysis
WORKING AT SSP
Learn more about what we do: https://sspins.com/
We are Selfless, Stewards of our Partnerships.
We have a fantastic culture... https://www.youtube.com/watch?v=gOSuPIvJ2oQ
And we're here to support you!
PERKS/BENEFITS
Unlimited PTO
Health Insurance (Medical/Dental/Vision)
Safe Harbor 401K (We contribute 3% regardless of whether you do!)
Dress For Your Day
Flexible Work Schedule
Clear Growth Path
In-House Continuing Education
Team Outings & Events
Community Outreach
Position Requirements
6+ years of relevant experience
Active Property & Casualty Agent's License
Strong organizational and multitasking skills
Excellent communication and interpersonal abilities
Attention to detail and accuracy in all tasks
Ability to work effectively as part of a team
Demonstrated leadership and mentoring capabilities
Proficiency in managing client accounts and conducting renewals
Ability to negotiate effectively and independently
Strong analytical skills for conducting benchmarking, budgeting, and WC Experience Mod Analysis
Full-Time/Part-Time Full-Time
Shift -not applicable-
City
State
Position P&C - Client Service Executive
Exempt/Non-Exempt Exempt
Open Date 6/8/2026
This position is currently accepting applications.
