Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.
Essential Duties & Responsibilities
- Oversee ongoing account service activities.
- Prepare monthly production and activity reports.
- Manage/collect receivables in conjunction with Client Sales Executive.
- Meet regularly with Client Sales Executive to update, advise and inform.
- Coordinate activities on accounts.
- Review and deliver summary, proposals and policies.
- Lead, present and participate in meetings with clients.
- Maintain current Insurance Summaries on all accounts.
- Update COW’s annually on all accounts.
- Meet World Class Client service commitm...