Business Insurance Client Executive
Core
Manage a high-profile book of complex business insurance accounts, assisting producers in new sales and renewals while providing technical advice and risk management solutions.
Role type
Senior IC business insurance client executive
Builds
Insurance policies and risk management strategies for commercial clients
Domain
Insurance / Commercial Risk Management
Required skills
Business insurance technical knowledge, exposure analysis, claims review, loss trends analysis, market change assessment, certificate audits, presentation design, client meeting facilitation, account team collaboration, carrier liaison, coverage line development, client retention strategies, industry trend monitoring, Sagitta/ImageRight systems proficiency
Preferred skills
Managerial or team-lead experience, strong negotiation skills under stress, proactive service planning, seminar participation
Technologies
Sagitta Agency Management System, ImageRight Document Management System
Responsibilities
Assist producers in new production activities to meet goals, oversee renewal processes, design detailed analyses (exposure, claims, loss trends, market changes, audits), conduct independent meetings with clients/carriers, accompany producers on prospect meetings, resolve account issues, gather client information for remarketing, develop coverage lines, provide technical insurance advice, maintain knowledge of forms/coverage changes, assess client needs, execute proactive service plans, review prospect policies, provide quality consultation services
Seniority
Senior, hands-on IC