Client Executive, Commercial

About This Role

The Client Executive is responsible for managing a significant book of business, ensuring client satisfaction and retention within the Commercial department. This role involves leading the annual planning process with clients, providing consultative insights, and managing client service teams to achieve financial and organizational goals.

Responsibilities

• Maintain a designated book of business, accountable for growth, retention, and client satisfaction
• Develop a thorough understanding of client businesses, their policies, practices, and industries
• Interpret technical findings and communicate them to clients in reports and presentations
• Assist with the development of specifications for renewal marketing, supporting the marketing executive
• Extract information and draw conclusions from carrier data and claim reports to interpret trends and anticipate potential problems for clients
• Assess client needs and questions, review options, and make sound recommendations on a day-to-day basis
• Manage the client cycle and monitor timeframes and renewal deadlines
• Maintain regular contact with clients and prospects, keeping them up to date on technical and legislative issues
• Plan and conduct annual stewardship meetings; present to the board of directors or audit committees about current risk and insurance landscape
• Retain and develop accounts by making recommendations regarding risk for cost-effective and proper insurance coverage
• Review policy coverages and identify cross-selling and additional revenue opportunities
• Stay informed about new sales programs and attend company-sponsored seminars and educational sessions to maintain product knowledge and underwriting expertise

Requirements

• Bachelor’s degree in business, Risk Management, Analytics, or related field OR high school diploma/GED with industry experience
• 5-7 years of industry experience
• 3+ years of experience handling accounts at a high level of responsibility
• Property and Casualty license
• Executive presence and strong rapport-building/interpersonal skills
• Sound judgment and strong critical thought process
• Ability to work collaboratively
• Strong oral and written communication
• Strong delegation and training skills
• Solid time management; able to work under pressure and meet deadlines
• Proficient with Microsoft Office suite

Qualifications

• Bachelor’s degree in business, Risk Management, Analytics, or other related field is preferred; high school diploma or GED, in concert with industry experience, instead of an associate or bachelor’s degree is necessary.
• 5-7 years of industry experience, with at least 3 years of experience handling accounts at a high level of responsibility

Nice to Have

• Life and Health license
• Advanced insurance designations such as CIC or CPCU

Skills

* Required skills

Benefits