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P&C - Client Service Executive

CivicMinds, Inc

Key Responsibilities

Account Management

  • Serve as the primary point of contact for clients, ensuring strong relationships
  • Oversee billing, aged receivables, and account performance
  • Review account reports and take necessary actions
  • Ensure compliance with documentation and regulatory requirements
  • Collaborate with producers, managers, and internal teams

New & Renewal Business

  • Lead pre-renewal strategy discussions with clients
  • Manage renewal presentations, proposals, and negotiations
  • Negotiate terms, coverage, and premiums with carriers
  • Conduct WC Experience Mod analysis and forecasting
  • Deliver stewardship reports and ensure service timelines are met

Team Leadership & Development

  • Mentor and guide team members (Associates/Assistants)
  • Delegate tasks and manage team workload effectively
  • Support training initiatives and knowledge sharing
  • Stay updated on market trends and emerging risks


Qualification

  • s6+ years of experience in commercial insurance / P&
  • CActive Property & Casualty Licens
  • eStrong experience in client account management and renewal
  • sProven ability to negotiate with carriers and manage client relationship
  • sExperience mentoring or leading team member
  • sStrong analytical skills (benchmarking, budgeting, WC Mod analysis
  • )Excellent communication and organizational skill

s
Key Skil

  • lsClient Relationship Manageme
  • ntCommercial Insurance (P&
  • C)Renewals & Negotiati
  • onWC Experience Mod Analys
  • isAccount Manageme
  • ntTeam Leadership & Mentorsh
  • ipAnalytical & Problem Solvi

ng
Perks & Benef

  • itsUnlimited
  • PTOHealth Insurance (Medical/Dental/Visi
  • on)401K with Company Contribut
  • ionFlexible Work Sched
  • uleClear Growth P
  • athContinuing Education Supp
  • ortTeam Events & Culture-Driven Environm

ent
Vacancy posted 1 day ago
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