Client Service Executive - P&C

About the Organization

At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second.

We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions.

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Category

Insurance

Description

Client Service Executive

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 & Casuality 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

WORKING AT SSP

Learn more about what we do:

We are Selfless, Stewards of our Partnerships.

We have a fantastic culture...

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

Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.

Full-Time/Part-Time

Full-Time

Shift

-not applicable-

City

Birmingham

State

AL

Position

Client Service Executive - P&C

Exempt/Non-Exempt

Exempt

Open Date

6/10/2025

This position is currently accepting applications.