Client Executive, Commercial Real Estate

Responsible for the management and service of complex commercial accounts at a strategic level to develop and retain consultative relationships with clients. Evaluates and educates clients on missing or newly available coverage options.

Responsibilities

• Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture; leverages and communicates that knowledge in direct alignment with client operations.
• Develops trusted partnerships with key insurance company partners and broker representatives.
• Leads internal discussions on client renewals, including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
• Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Coordinates client team (Account Management, Risk Mitigation, Claims Consulting, Risk Analysts) to ensure service standards and key deliverables exceed clients’ expectations.
• Assesses final audits to ensure accuracy between client and insurance company partner audit teams’ identification of risk.
• Actively builds trusting relationships with clients, insurance company partners, brokers, and the firm’s advisors, partners, and leaders through personal integrity and industry expertise.
• Shares deep insurance expertise with firm’s advisors, account managers, and colleagues to advise, develop, and train.

Requirements

• Obtain and maintain state insurance license(s) as required by the State Department of Insurance (or be willing and able to obtain all required licenses within the first 90 days of employment).
• A minimum of seven (7) years of commercial insurance experience.
• Excellent verbal and written communication skills that inspire loyalty and commitment from others.
• Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
• Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions, and carrier underwriting appetites; ability to adjust strategy to protect future interests.
• Experience in reviewing, placing, and negotiating loss-sensitive casualty and workers compensation placements, including captive structure, is preferred.
• Preferred industry specialization (e.g., Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services).
• Makes sound judgements and decisions based on objective analysis and multiple perspectives.
• Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
• Working knowledge of Epic is preferred.
• Designations such as CPCU, CIC, CRM, or ARM are preferred.
• Demonstrates the organization’s core values, aligning behavior with corporate culture.

Special Working Conditions

• Fast-paced, multi-tasking environment with occasional travel requirements.