Client Service Executive P&C Position Available In Jefferson, Alabama
Tallo's Job Summary: The Client Service Executive (P&C) position in Birmingham, AL requires 6+ years of experience with an active Property & Casualty Insurance Agent's License. Responsibilities include managing client accounts, strategic planning, and mentoring colleagues. The role involves overseeing billing, conducting renewals, and negotiating terms independently. Benefits include unlimited PTO, health insurance, and a clear growth path within the organization.
Job Description
Client Service Executive
P&C 3.1 3.1
out of 5 stars
Birmingham, AL Job Title:
Client Service Executive (P&C)
Location:
Birmingham, AL Our client is seeking a Client Service Executive (CSE) to join their team. The CSE will play a crucial role in managing client accounts and ensuring exceptional service delivery. This position involves strategic planning, client retention, and business development. As a senior team member, the CSE will mentor colleagues, lead renewal presentations, and maintain strong relationships with carriers and brokers. Key Responsibilities As a Client Service Executive, you will: Account Management Ensure compliance with all documentation and regulatory requirements Oversee billing and manage aged receivables Review account reports and take necessary actions Communicate directly with managers and producers about staff, client, and claim issues Provide feedback to Associates/Assistants and escalate issues to managers when needed Delegate tasks effectively to optimize team performance Conduct account benchmarking and budgeting as required Serve as the primary contact for clients, building and maintaining strong relationships New & Renewal Accounts Initiate pre-renewal and strategy discussions with clients Handle client renewal presentations and proposals independently 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 team members, providing guidance and support for their professional growth Teach classes on insurance coverage, endorsements, procedures, or best practices Participate in continuing education (CE) and work towards obtaining industry designations as directed by management Stay informed on market trends and emerging risks, sharing knowledge with the team Qualifications 6+ years of relevant experience Active Property & Casualty Insurance 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 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
