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Commercial Lines – Client Executive (Real Estate)

San Diego, California, 92116

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Full Time
Onsite
$145000 - $175000/yr
supports..pdf, .doc, .docx, or .txt file

Job Summary

The Client Executive is tasked with overseeing a designated portfolio of clients, guiding service teams to deliver outstanding client service and facilitate successful renewals. This role emphasizes the development of effective renewal strategies, engaging in negotiations with carriers, and fostering robust client relationships by leveraging technical knowledge.

Responsibilities

  • Lead service teams to provide exceptional service to clients.
  • Formulate and implement strategies for renewals.
  • Negotiate terms and conditions with insurance carriers.
  • Build and maintain strong relationships with clients through expert knowledge.

Qualifications

  • Active and unrestricted Property & Casualty Brokers License.
  • Minimum of 10 years of experience in the insurance industry.
  • At least 5 years in a Client Manager or Client Advisor position.
  • Preference for candidates with experience in Real Estate accounts.
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Commercial Lines – Client Executive (Real Estate)
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supports..pdf, .doc, .docx, or .txt file