Client Executive, P&C

Key Responsibilities

• 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

Required 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 Qualifications

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