Client Executive, Business Insurance
Core
Develop relationships with clients and carriers, assess risks, and provide innovative solutions to complex risk-related business issues in Loss Sensitive and Captive programs.
Role type
Senior Client Executive (Business Insurance)
Builds
Marketing, servicing, and retention of larger accounts
Domain
Insurance (Business Insurance, Captive programs)
Deliverable
client delivery
Required skills
Risk assessment, Loss Sensitive programs, Captive programs, Agency Management Systems, Advanced Excel, P&C Insurance licensing, CPCU/CIC/ARM/AU designations
Preferred skills
Experience in insurance agency or brokerage environment
Responsibilities
Develop relationships with clients, prospective clients, and carriers; serve as an advisor and consultant to assess risks; guide marketing, servicing, and retention of larger accounts; determine resources needed to support clients and prospects.