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Client Executive- Personal Risk Management

Company: Bolton & Company
Location: Pasadena
Posted on: December 2, 2019

Job Description:

We are looking for an expereineced Client Executive who will support the Personal Risk Management Department and work strategically with the Personal Risk Management Producer(s) to build and strengthen relationships with clients to maintain retention of the existing book of business. Provide technical support in processing all lines of personal insurance in accordance with the objectives and guidelines outlined by the Personal Risk Management Department.

Essential duties and responsibilities

Other duties may be assigned.



  • Participate as a team leader by providing support to all levels in various capacities.

  • Process renewals, new business, cancellations and policy amendments/changes.

  • Responsible for marketing and completing proposals/summaries of insurance in an accurate and timely manner.

  • Provide technical review of renewals, proposals, summaries of insurance, and new business quotes.

  • Responsible for account rounding.

  • Check policy coverages, changes and amendments for accuracy and relevance.

  • Maintain client profiles, policies, activities, and documentation of all correspondence and changes in agency management system.

  • Adhere to policies and procedures set forth for the Department and Bolton & Company.

  • Responsible for timely communication and exceptional internal and external client services.

  • Behavior consistently reflects the best interest of the clients, employees, and Bolton.

  • Learn, demonstrate and proactively use corporate language and models.

  • Develop and maintain excellent relationships with our partners, carriers and vendors.

  • Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.

  • Stay current with new products and systems.

  • Pursue a program for personal and professional development, including appropriate designations, attending educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language and other classes as recommended by leaders.


    • College degree preferred. 5-7 years related experience and/or training; or equivalent combination of education and experience.
    • Demonstrated ability to handle large, complex accounts.
    • Subject matter expert of middle and HNW markets.
    • Demonstrated ability to manage and delegate, negotiate with carriers, and direct client decisions.
    • Leads by example by demonstrating professional behavior.
    • Strategic and consultative approach.
    • In-depth knowledge of risk management industry.

Keywords: Bolton & Company, Pasadena , Client Executive- Personal Risk Management, Executive , Pasadena, California

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