Client Service Manager (Insurance Services)

We currently have an opening for a

Client Executive – Property & Casualty at our headquarters office in Deer Park, IL office. Leader of a client service team dedicated to servicing a client portfolio consisting of large, complex Insureds who possess unique risk characteristics, while expanding the relationships by upselling additional products and services.

Perform according to Plexus quality standards and management goals. This position involves frequent interaction with multiple clients, a wide range of carriers in the global marketplace, coordination with The Plexus Groupe management, orchestrating The Plexus Groupe resources such as Claims Advocacy, Plexus Global Network and Management Liability, directing the client service team including the Client Manager(s) and Client Coordinator(s), and engaging with other outside parties as necessary to provide exceptional customer service. Serve as an ambassador of Plexus to our clients, trading partners and industry connections. Responsible for the maintenance, service, insurance placement and coverage analysis for new and existing clients. Prepare renewal presentations, stewardship reports and strategy planning documents to support overall relationship building for assigned Clients. Responsible for identifying cutting edge solutions that improve our clients’ balance sheet and protect their assets. Provide detailed coverage analysis of existing and prospective client’s insurance programs and identify on-going product enhancements throughout life of client. Maintain excellent working relationships with contracted and open access insurance carriers (key trading partners) and intermediaries, have a complete understanding of the abilities and services provided by each.

Specific product knowledge of loss sensitive programs including high deductibles, self-insured retentions, retrospectively rated schemes and alternative risk financing arrangements. Awareness of middle market insurance programs for all lines of coverage. Review contracts and other legal documents to provide feedback and advice to clients on insurance-related issues. Generate ideas and give suggestions to the executive management team regarding professional standards and productivity matters. Responsible for delivering financial analytics to clients including loss trending and development reports. Arrange and participate in claims review meetings. Assist management with planning and long-range Property & Casualty Practice and/or specific client-focused strategies. Travel locally or long distance to meet with clients as is necessary. Responsible for the coordination and oversight of Client Managers and Client Coordinators including service planning, strategy, accounting, and general service issues with clients. Identify exposures of clients and recommend appropriate action and/or insurance products. Provide consulting and coverage analysis services in the form of due diligence activities including coverage and cost comparisons, limits of liability benchmarking data, risk transfer financial projections and utilize information from established partnerships to aid in the acquisition of new client relationships. Review and analyze claims information and advise clients appropriately. Review high visibility or complex policies and endorsements upon receipt to ensure the correct coverage wordings have been issued by the insurance company. BA/BS or equivalent required, MBA a plus. ~7 -10 years of client management and/or coverage placement experience. ~ Complete understanding of insurance principles, processes and products. ~ High level understanding of the insurance sales and marketing process. ~ High level knowledge of computer and word processing programs such as Microsoft Office Programs (Word, Excel, Outlook), loss forecasting software, agency management systems. ~ Property and Casualty Agents license – Illinois. ~ Ability to lift and carry client files, multiple proposed documents, etc. ~ Ability to hear (with or without mechanical assistance) and sufficient to understand and comprehend individual one-on-one conversations. ~ Ability to drive and handle the physical demands of travel.

The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services. As a proud partner of

Assurex Global —the world’s largest association of privately held insurance brokers—our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide. Headquartered in Deer Park, IL, with additional offices across the U.