Client Executive - Commercial Lines

As a Client Executive, you will serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts. You will develop tailored service plans and risk management strategies in alignment with each client's industry, risk tolerance, and business objectives. You will lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.

What You Will Do

Your day-to-day responsibilities will include managing the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations. You will also analyze assigned book of business to ensure revenue growth and account profitability, and identify cross-sell opportunities and gaps in coverage.

Why It Might Be a Fit

We are looking for a candidate with 7+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts. You should have a deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies, and be able to build and maintain strong relationships with executive-level clients and carrier partners.

Requirements

• 7+ years of experience in insurance account management
• Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies
• Proven ability to build and maintain strong relationships with executive-level clients and carrier partners
• Strong strategic thinking, analytical skills, and business acumen
• Exceptional communication, negotiation, and presentation skills
• Proficient in AMS360 or comparable agency management systems
• Active insurance licenses in applicable lines (P&C and/or L&H) required
• Advanced industry certifications such as CIC, CRM, CPCU strongly preferred

Benefits

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K