Client Service Executive P&C

Job Description

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 OutreachCompany Description

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.

By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.

We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.

From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Full-time

Hybrid remote