Property & Casualty Insurance Client Relationship Executive

Company Description James Greene & Associates is a team of dedicated insurance professionals focused on delivering caring, personalized service to a diverse client base. The firm offers a broad range of property and casualty insurance products for both personal and business needs. In addition to standard coverage options, the company provides specialized insurance programs for churches, child care and child welfare organizations, assisted living facilities, garage and self-storage facilities, pest control services, camps, private schools, and social-service organizations. James Greene & Associates works closely with clients to design tailored coverage solutions that address unique risks and support long-term protection.

Essential Functions  

• Actively support and incorporate company mission and core values into daily work activities  
• Maintain a positive and respectful attitude with agency clients, potential clients, and other professional third-party contacts  
• Work as a team member to achieve department goals and overall company goals  
• Demonstrate positive customer service skills with effective communication, respect and integrity  
• Maintain confidentiality of all information related to clients, customers, carriers or, as appropriate, other confidential business information  
• Consistently report to work on time prepared to perform duties of position  
• Demonstrate leadership skills and continually lead by example  
• Perform office work directly related to the general business operations of the agency which includes exercising discretion and independent judgment with respect to managing client accounts  
• Independently contact small, medium, and large-size accounts for renewals and upselling policies  
• Recommend appropriate coverages and binding of sales where required  
• Works independently as well as with account, agency and corporate staff to rehabilitate accounts with poor claims experience  
• Uses own strategies to plan travel schedule to visit with customers considering factors such as location, amount of annual premium, requests from underwriting, proximity to other accounts, etc.