Job Description
Client Executive – Relationship Builder. Problem Solver. Insurance Superhero.
We're looking for a Client Executive who loves helping clients, and can anticipate needs before anyone even says them out loud. If you enjoy being the go-to expert, keeping things running smoothly, and partnering with Sales Executives to make sales happen—this role may be for you.
Drive the Client Experience
Review policies and contracts with a sharp eye.
Dig into loss data, spot trends, and help clients stay ahead.
Oversee claims, project experience mods, and conduct quarterly claims reviews.
Be the Sales Executive's Secret Weapon
Prep proposals, renewals, and client materials that look sharp and tell the right story.
Identify opportunities to round out accounts and add value.
Join meetings with prospects and ...
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