CareerPlan

Client Executive, Commercial Risk - IAS, West

Tustin, California, USFull-time$150k2026-10-26 → 2026-11-11

Core

Strategic management and service of complex commercial insurance accounts, developing consultative relationships, and leading marketplace submissions.

Role type

Senior Commercial Risk Client Executive

Builds

Complex commercial insurance programs and risk mitigation strategies

Domain

Insurance brokerage / Commercial Risk

Deliverable

client delivery

Required skills

Commercial insurance expertise, risk mapping, carrier relations, account strategy, audit reconciliation, agency management systems

Preferred skills

Captive structures, loss-sensitive casualty, workers' compensation, industry verticals (Construction, Healthcare, Manufacturing), CPCU/CIC/CRM/ARM designations

Technologies

Sagitta, Microsoft Office Suite

Responsibilities

Acquire and retain large complex commercial clients, lead internal renewal discussions, prepare complex marketplace submissions, coordinate multidisciplinary client teams, assess final audits, share expertise with colleagues

Seniority

Senior, strategic IC