Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region
Core
Senior Client Executive managing complex accounts, developing consultative relationships, and providing strategic insurance advisory solutions.
Role type
Senior IC client executive (insurance advisory)
Builds
Complex client and risk management services
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
client relationship management, risk analysis, insurance product knowledge, financial situation analysis, regulatory compliance, quantitative analysis, cross-selling
Preferred skills
advisor-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, deliver distinctive client experiences, build and solidify client relationships, provide information on new insurance products and regulatory issues, identify customer insurance needs, prioritize customer requirements and cross-sell services, plan and conduct customer meetings to review accounts
Seniority
Senior, hands-on IC