The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available coverage options.
PRIMARY RESPONSIBILITIES:
- Experience with managing clients either on the advisor level or on a client manager level.
- Broad background in products, general client and policy matters and applicable challenges in the industry
- Ability and experience in understanding client's financial situations and personal circumstances.
- Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business
- Excellent interpersonal skills and face-to-face relationship building abilities
- Providing complex client and risk management services
- Have working relationships with industry partners and utilizing these specialists and network for the betterment of their clients’ service and support and their own expertise.
- The job requires keeping current about developments in industry, insurance laws and strategies for policy management.
- Build and solidify client relationships through a distinctive experience that leverages the unique value proposition of the firm's business
- Manages client relationships with goal of developing first call status for all insurance planning and needs.
- Provide information related to new insurance products, regulatory issues, and new policies
- Ensure conformance with entire company guidelines and regulatory policies
- Identify customers ' insurance needs by basic modules
- Provide different insurance products to attain successfully identified needs
- Maintain and update records as well as files on existing customers
- Prioritize customer requirements and cross-sells services and products of varied company business lines
- Strong quantitative and analytic skills are essential.
- Ability to support advisors and assist in managing book of business
- Identify changing needs and develop strong customer relationships
- Plan and conduct customer meetings to review current accounts
KNOWLEDGE, SKILLS & ABILITIES:
- Excellent verbal and written communication skills.
- Ability to analyze complex risk exposures, and existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
- Makes sound judgments and decisions based on objective analysis and multiple perspectives.
- Intermediate to advanced knowledge of Microsoft apps: Excel, PowerPoint, Publisher, PowerPoint, Outlook, Word.
- Ability to learn appropriate insurance company and firm software systems.
- Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.
EDUCATION & EXPERIENCE:
- Bachelors Degree required
- 10+ years of demonstrated advisory, client management and plan management experience preferred
- Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required
OTHER:
- Fast paced, multi-tasking environment.
- Some travel may be required.
- Open to remote in the Dallas Metroplex area
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
