Client Executive - Commerical
Core
Lead tactical and operational design, development, and administration of client insurance programs while developing strategic consultative relationships.
Role type
Senior Client Executive (Insurance Brokerage)
Builds
Customized insurance coverage solutions, risk management strategies, and audit submissions for large, complex clients.
Domain
Insurance brokerage and risk management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Insurance architecture design, carrier negotiation, risk exposure analysis, contract management, audit assessment, client relationship management, market knowledge, strategic planning
Preferred skills
CPCU, CIC, CRM, or ARM designations
Technologies
Microsoft PowerPoint, Outlook, Excel, Word
Responsibilities
Acquire and retain large, complex clients; negotiate with insurance carriers on behalf of clients; lead internal discussions on client renewals including coverage and pricing comparisons; prepare complex marketplace submissions including loss picks and endorsement requests; coordinate client teams to ensure service standards exceed expectations; assess final audits for accuracy; share deep insurance expertise to advise and train colleagues.
Seniority
Senior, hands-on IC