Job Description
Client Service Executive (CSE)
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the full spectrum of client account management and ensuring the highest standards of service. Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE serves as a mentor for their team, leads client renewal presentations, and maintains strong relationships with carriers and brokers.
WHAT YOU'LL DO (Essential Job Tasks)
As a Client Service Executive, you will:
Account Management
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the full spectrum of client account management and ensuring the highest standards of service. Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE serves as a mentor for their team, leads client renewal presentations, and maintains strong relationships with carriers and brokers.
WHAT YOU'LL DO (Essential Job Tasks)
As a Client Service Executive, you will:
Account Management
- Ensure compliance with all signed documentation and regulatory filings.
- Take ultimate responsibility for billing and managing aged receivables.
- Review and take appropriate action on all account reports.
- Maintain direct communication with managers and producers regarding staff, client, and claim issues.
- Provide timely feedback to Associates/Assistants and escalate to managers as needed.
- Assess workloads and delegate duties effectively to ensure optimal team performance.
- Conduct account benchmarking and budgeting as requested.
- Act as the primary contact for clients, fostering and maintaining strong relationships.
- Initiate pre-renewal and strategy discussions with clients.
- Independently handle client renewal presentations and proposals.
- Prepare and present broker service proposals.
- Conduct WC Experience Mod Forecasting and Analysis.
- Create and deliver stewardship reports.
- Negotiate terms, conditions, and premiums for new and renewal accounts.
- Ensure all client service calendar obligations are met in collaboration with producers.
- Mentor new and current team members, providing guidance and support for their development.
- Teach classes to the organization on insurance coverage, endorsements, procedures, or best practices.
- Participate actively in continuing education (CE) and work towards obtaining industry designations as instructed by management.
- Stay current on market trends and emerging risks, sharing knowledge with the team.
- Experience: 6+ years of relevant experience.
- Licensing: Active Property & Casualty Agent's License.
- Organization: Strong organizational and multitasking skills with sharp attention to detail and accuracy in all tasks.
- Communication: Excellent communication, interpersonal abilities, and demonstrated leadership capabilities.
- Collaboration: Ability to work effectively as part of a team and mentor junior staff members.
- Account Proficiency: Proven expertise in managing client accounts, independently negotiating terms, and conducting structured renewals.
- Analytics: Strong analytical skills for conducting benchmarking, budgeting, and WC Experience Mod Analysis.
Numbers & Facts
| Location | Atlanta |
| Industry | Staffing/Employment Agencies |
| Company Size | 50 to 99 employees |
| Year Founded | 2008 |
| Website | http://www.civicminds.com |
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Skills
- Accounts Receivable Managementunmatched
- Analysis Skillsunmatched
- Benchmarkingunmatched
- Best Practicesunmatched
- Billingunmatched
- Brokerageunmatched
- Budgetingunmatched
- Business Growthunmatched
- Communication Skillsunmatched
- Customer Retention/Renewalunmatched
- Customer Support/Serviceunmatched
- Detail Orientedunmatched
- Documentationunmatched
- Forecastingunmatched
- Insuranceunmatched
- Interpersonal Skillsunmatched
- Leadershipunmatched
- Licensingunmatched
- Maintain Complianceunmatched
- Market Trend Analysisunmatched
- Mentoringunmatched
- Multitaskingunmatched
- Negotiation Skillsunmatched
- Organizational Skillsunmatched
- People Managementunmatched
- Regulatory Submissionsunmatched
- Sales Managementunmatched
- Sales Presentationunmatched
- Stewardshipunmatched
- Strategic Planningunmatched
- Team Playerunmatched
- Time Managementunmatched
- Training/Teachingunmatched
- Trend Analysisunmatched
About Company
We are an experienced Recruitment Solutions Firm, whose main focus is to match the “right” candidates with one of our Clients located throughout California and out of state. We have the fortune to be partnered up with a reputable and stable company with over 13 years of experience regarding all Immigration subjects. With this partnership we are able to effectively assist both our Clients and Candidates regarding most legal matters, so that they can both have a easy and professional transition.
We are a one-stop Professional Recruitment Firm that can assist in most Immigration matters and can place our qualified candidates at our Clients' facilies after conducting our thorough due diligence on each candidate. We can assist all candidates who currently have or are looking to maintain/obtain the following: Green Card, H-1B Visa, I-140, etc…
CivicMinds Recruitment provides our Clients and Candidates with a loyal, honest (open book) policy, which has allowed us to provide our Clients and Candidates with all the necessary information they require in order to move forward regarding any Immigration and/or Hiring needs. We are known for being our Client’s voice by conducting very thorough interviews with our candidates to determine if they will be the “right” fit for our Client’s hiring needs. We thrive on going the extra mile as we gather all the pertinent information from both parties and make certain that not only they are a technical fit, but that they also are a good match to be able to work as a team and have a long-term connection.
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