Global Client Executive

Posted Yesterday
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New York, NY
Senior level
Insurance
The Role
The Global Client Executive is responsible for building sustainable relationships with clients to enhance account retention and create business growth opportunities. This role involves regular meetings with clients and brokers to align risk management goals, leading stewardship processes, facilitating communication among internal teams, and providing clients access to senior leadership to promote the Everest brand globally.
Summary Generated by Built In

Title:

Global Client Executive

Company:

Everest Insurance Company

Job Category:

Sales

Job Description:

Everest is a leading global reinsurance and insurance provider, operating for nearly 50 years through subsidiaries in the Europe, Bermuda, Canada, Singapore, US, and other territories. Our strengths include extensive product and distribution capabilities, a strong balance sheet, and an innovative culture. Throughout our history, Everest has maintained its discipline and focuses on creating long-term value through underwriting excellence and strong risk and capital management. But the most critical asset in this organization is our people. 

 

Everest is a growth company with $14 Billion of Gross Written Premium offering Property, Casualty and specialty products among others, through its various operating subsidiaries located in key markets around the world. Everest has been a global leader in reinsurance with a broad footprint, deep client relationships, underwriting excellence, responsive service and customized solutions. Our insurance arm draws upon impressive global resources and financial strength to tailor each policy to meet the individual needs of our customers.

 

Our financial strength is evident in Financial Agency Ratings of: A+ A. M. Best, A+ S&P Global and A1 Moody’s Investor Service. We are a market leader for our broad diversified income streams, strong underlying underwriting performance with reduced volatility and strong cash flow. We take pride in being known in the industry as nimble, entrepreneurial and responsive

The role of the Client Executive is to create a sustainable Everest-Client relationship, resulting in strong account retention and business growth opportunities. This will be accomplished through enhanced interaction with risk managers and their brokers, create effective client service platform, establish a formal stewardship, and account planning process, actively engaging Everest internal leadership, underwriting staff, claims, service teams and aligning with Everest business plan and expectations. Client Executives require an attitude of service and accountability and always working to improve each client's interaction and experience with Everest on a Global Basis.

Objectives & Goals

  • Regularly scheduled meetings with each assigned client and broker to discuss current Everest relationship and align with client's Risk Management Goals/Objectives. A detailed client plan should be reviewed and updated annually and provide insight to share with internal client team and highlight potential expansion opportunities.
  • Lead the Stewardship process for clients, brokers, and the entire Everest account team. Work closely with each client to customize the stewardship meeting/process to fit their needs and goals. Stewardship meetings should be held annually with each client.
  • Enhance and connect the entire Everest account team, including UW/UW Managers, Claims, Regional Management and Operations. Develop, maintain, and disseminate client information regularly to all team members to enhance communication and educate team members on relationship and client activity. This will include client plans, stewardship reports and follow up, account roster as well as all open and pending items/tasks.
  • Institutionalize Relationship by providing all assigned clients with access to Everest senior leadership and product line leadership while promoting the Everest brand within the global insurance market.
  • Drive Everest Business Plan: Understand each product line and regional business plans and translate into action for all assigned clients. This includes all existing business as well a targeted lines to ensure the entire relationship is considered in the decision-making process.
  • Drive Client Satisfaction: Manage overall service delivery and assigned tasks for each client to insure we are meeting their expectations and creating loyalty. Demonstrate appropriate levels of accountability and authority when carrying out tasks and elevate necessary issues to senior management.
  • Account Retention – Goal of renewal retention on CE accounts to be 2 to 4 % above average for Everest Large Account book.
  • Account Targeting & Growth – Work with all major product lines to evaluate and target expanded lines on each assigned account. Leverage current relationships and connection with each client to provide additional account penetration and premium growth.
  • Work with product line leaders to understand underwriting appetite by line of business to assist with alignment to customer needs and cross sell opportunities.

Our Culture 

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture. 

· Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Diversity, Equity and Inclusion.

· Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.

  

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.

Type:

Regular

Time Type:

Full time

Primary Location:

New York, NY

Additional Locations:

Philadelphia, PA

Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at [email protected].

Everest U.S. Privacy Notice | Everest (everestglobal.com)

The Company
HQ: Warren, NJ
3,485 Employees
On-site Workplace
Year Founded: 1973

What We Do

Everest Group, Ltd. (“Everest”) is a global underwriting leader providing best-in-class property, casualty, and specialty reinsurance and insurance solutions that address customers’ most pressing challenges. Known for a 50-year track record of disciplined underwriting, capital and risk management, Everest, through its global operating affiliates, is committed to underwriting opportunity for colleagues, customers, shareholders, and communities worldwide. Everest is in over 100 countries across 6 continents. We provide the world with protection, we underwrite more than risk, we underwrite opportunity.

Everest Group, Ltd. is listed on the New York Stock Exchange (NYSE: EG) and is a component of the S&P 500 index.

FINANCIAL STRENGTH RATINGS
A+ by A.M. Best
A+ by S&P
A1 by Moody's

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