Client Executive, P&C

Key Responsibilities

• Lead risk management strategy and serve as primary advisor for assigned client relationships
• Own client account strategy, including coverage design, program structure, and renewal planning
• Act as subject matter expert on Property & Casualty solutions and market options
• Partner with internal stakeholders to align client strategies with business objectives
• Analyze risk exposures, coverage, and program structures and recommend tailored solutions
• Execute coverage changes and implement program updates
• Prepare and present renewal strategies, market summaries, and coverage analyses
• Educate clients on insurance solutions and explain coverage terms and options clearly
• Review carrier proposals and ensure accuracy and completeness of deliverables
• Maintain high-quality client documentation and renewal materials
• Ensure timelines, deliverables, and service standards are consistently met
• Maintain confidentiality of client and business information
• Collaborate with Sales Executives, Client Managers, and Account Managers to deliver cohesive service
• Partner with Employee Benefits and other practice groups to cross-sell solutions
• Support seamless onboarding and transition of new clients to service teams
• Provide backup support to team members as needed
• Identify opportunities to expand client relationships and sell additional lines of coverage
• Support business growth through high client retention and satisfaction
• Participate in client presentations and strategic reviews
• Contribute to special projects and organizational initiatives as assigned
• Stay current on insurance products, carriers, and regulatory changes
• Recommend improvements to client service processes and risk management practices
• Apply best practices to enhance service delivery and client outcomes
• Deliver effective and scalable client risk management solutions
• Maintain high levels of accuracy, quality, and client service
• Achieve strong client retention and satisfaction outcomes
• Build collaborative relationships across internal teams and external partners
• Demonstrate ownership, sound judgment, and strong prioritization

Qualifications

• Prior insurance sales experience in an agency setting
• Property & Casualty license or ability to obtain within 60 days
• Strong presentation and communication skills
• Analytical thinking with strong problem-solving abilities
• Proficiency in Microsoft Outlook, Word, Excel, and Access
• Ability to work independently and collaboratively

Preferred

• Bachelor’s degree
• Experience in client executive or advanced consulting roles
• Proven track record of client retention and growth