Job description
The Client Service Executive for our Commercial Department (CSE) is a licensed professional who serves as an insurance adviser and consultant to our clients. The CSE represents the agency’s primary and most visible customer service arm. In conjunction with the Producer, the CSE expertly manages the client relationship. The CSE works with clients to develop an insurance program that will adequately respond to the client’s total risk management needs.To that end, CSE's must regularly consult with the client to identify risk and exposure, advise on the proper values for the client’s assets, and recommend appropriate and cost-effective solutions. After implementing the proper insurance program for the client, the CSE acts as a liaison between the client and the insurance company, gathering and passing underwriting information about the client to the insurance company and providing customer service throughout the life of the relationship. Additionally, the CSE audits the client’s selected insurance program to ensure it meets all regulatory compliance matters and assures it covers increased or differing exposures.
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