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AEG
San Francisco, CA, United States
CLIENT SERVICE EXECUTIVE About Us Bay FC is the first NWSL team in the Bay Area. Co-founded by four U.S. Women's National Team legends-Brandi Chastain, Aly Wagner, Danielle Slaton, and Leslie Osborne-in partnership with global investment firm Sixth Street, Bay FC is changing the face of women's soccer as we know it. Beginning play in the 2024 sea
Job Source: AEGAEG
San Francisco, CA, United States
CLIENT SERVICE EXECUTIVE About Us Bay FC is the first NWSL team in the Bay Area. Co-founded by four U.S. Women's National Team legends-Brandi Chastain, Aly Wagner, Danielle Slaton, and Leslie Osborne-in partnership with global investment firm Sixth Street, Bay FC is changing the face of women's soccer as we know it. Beginning play in the 2024 sea
Job Source: AEGMarsh & McLennan Companies
San Francisco, CA, United States
Company: Marsh McLennan Agency Description: Department: Business Insurance Status: exempt Reports To: principal and director, Business Insurance division Summary Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Clien
Job Source: Marsh & McLennan CompaniesZenith American
Alameda, CA, United States
Title: Client Services Executive Department: Client Services Position Type: Exempt Hours per Week: 40 Position Summary The Client Services Executive executes relationship management activities for assigned client(s) in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected
Job Source: Zenith AmericanZenith American
Alameda, CA, United States
Title: Client Services Executive Department: Client Services Position Type: Exempt Hours per Week: 40 Position Summary The Client Services Executive executes relationship management activities for assigned client(s) in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected
Job Source: Zenith AmericanOneDigital
San Francisco, CA, United States
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fue
Job Source: OneDigitalWorld Wide Technology
San Francisco
**Qualification:** + Candidates must live in/around San Francisco/San Jose, CA + 5+ years Account Management experience in a relevant industry with large commercial or enterprise customers. + 5+ years of experience managing/leading a sales book of business ($10M+ in Revenue). + A level of technical expertise in the experience areas listed above. +
Job Source: World Wide TechnologyWorld Wide Technology
San Francisco
__________________________________________Why WWT?At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT is dedicated to achieving its mission of creating a profitable growth company that is also a Great Place to
Job Source: World Wide TechnologySan Francisco, CA, United States
Department: Business Insurance
Status: exempt
Reports To: principal and director, Business Insurance division
Summary Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.
Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports.
Manage/collect receivables in conjunction with Client Sales Executive.
Meet regularly with Client Sales Executive to update, advise and inform.
Coordinate activities on accounts.
Review and deliver summary, proposals and policies.
Lead, present and participate in meetings with clients.
Maintain current Insurance Summaries on all accounts.
Update COW’s annually on all accounts.
Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)
Participate in new business development and proposals with Client Sales Executive. Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
Coordinate coverage placement through managing the direction provided to service team.
Deliver binders and invoices.
Manage all facets of renewal process. Initiate client contact and orchestrate renewal strategy meetings.
Gather renewal underwriting information.
Oversee process of preparing and updating underwriting specifications.
Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
Advise, inform and involve Client Sales Executive, as required in marketing process.
Prepare and deliver proposals.
Prepare all orders and instructions to Client Administrator.
Manage expiration lists.
Act as a leader for the service team members. Create an environment oriented to trust, open communication, and cohesive team effort.
Facilitate problem solving and collaboration when faced with client difficulties.
Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.
Provide necessary business information to enhance the team’s professional development.
Ensure deliverables are prepared to satisfy client requirements, cost and schedule.
Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and/or Experience Bachelor’s degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.
Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license.
Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.
Proficiency with MS Office Software (Word, Excel, Outlook).
Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
Work is performed in a typical interior/office work environment.
Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.
The applicable base salary range for this role is $84,700 to $180,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.
Email Alert for Client Service Executive jobs in San Francisco, CA, United States
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