Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region
Core
Strategic management of complex insurance client accounts, evaluating coverage options, and providing consultative risk management advice.
Role type
Senior Client Executive (Commercial Risk)
Builds
Consultative relationships and tailored insurance solutions for high-value clients
Domain
Insurance / Commercial Risk Advisory
Deliverable
client delivery
Required skills
complex risk exposure analysis, insurance product knowledge, client relationship management, financial situation assessment, regulatory compliance, quantitative analysis
Preferred skills
advisor-level or client manager-level experience, industry partner network utilization, Microsoft Office proficiency
Responsibilities
Manage and service complex accounts at a strategic level, evaluate and educate clients on coverage options, plan and conduct customer meetings to review accounts, identify customer insurance needs, provide different insurance products to attain identified needs, maintain and update customer records, prioritize customer requirements and cross-sell services
Seniority
Senior, hands-on IC