Client Executive Service

    • Walnut Creek, CA

Trains, mentors and oversees performance management for a small to medium sized group, coordinates workload of team members and ensures team is appropriately staffed to meet client needs.

Uses significant risk experience to perform critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines.

Works to retain and collaborates with other Account Management colleagues on generating new business.

Works with other Account Management colleagues to execute on the growth and retention strategy and works to meet sales goals.

Manages relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.

Serves as a client contact responds to more difficult client needs and questions to improve the client experience.

Cultivates a comprehensive understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.

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