Senior Client Executive - Commercial - Real Estate
Core
Leading strategic management and service of complex commercial accounts, developing consultative relationships, and educating clients on coverage options.
Role type
Senior Client Executive (Commercial Insurance)
Builds
Trusted partnerships with insurance partners and brokers; complex risk submissions and audit resolutions.
Domain
Commercial Insurance / Risk Management
Deliverable
client delivery
Required skills
commercial insurance expertise, risk mitigation strategy, insurance architecture, loss analysis, contract negotiation, audit management, team mentorship
Preferred skills
industry specialization (Construction, Healthcare, Manufacturing, Real Estate), CPCU/CIC/CRM/ARM designations, EPIC system knowledge
Technologies
Microsoft Excel, PowerPoint, Outlook, Word, Publisher, EPIC
Responsibilities
Acquire and retain large complex clients; manage renewals and coverage comparisons; lead complex submissions for the marketplace; assess final audits; ensure service standards across client teams; provide training and mentorship to the Client Executive Team.
Seniority
Senior, hands-on IC with mentorship duties