Sr Client Executive, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region
Core
Managing complex commercial insurance and risk management accounts, developing consultative relationships, and educating clients on coverage options.
Role type
Senior Client Executive (Commercial Insurance Advisory)
Builds
Tailored insurance and risk mitigation strategies for clients
Domain
Commercial Insurance and Risk Management
Deliverable
client delivery
Required skills
complex account management, consultative relationship building, risk exposure analysis, regulatory compliance, financial situation assessment, cross-selling services, industry trend monitoring
Preferred skills
10+ years advisory experience, state insurance licensing, Microsoft Office proficiency, firm software systems knowledge
Technologies
Microsoft Excel, PowerPoint, Publisher, Outlook, Word
Responsibilities
Manage and service complex accounts at a strategic level, evaluate and educate clients on missing or newly available coverage options, provide complex client and risk management services, build and solidify client relationships, identify customer insurance needs and provide appropriate products, maintain and update customer records, plan and conduct customer meetings to review accounts
Seniority
Senior, hands-on IC