Licensed Insurance Client Executive

Job Description

Client Relationship Management & Strategy

• Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts.
• Develop tailored service plans and risk management strategies in alignment with each client's industry, risk tolerance, and business objectives.
• Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
• Collaborate closely with producers and practice leaders to present unified service and growth strategies.
• Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.

Book Management & Profitability

• Strategically analyze assigned book of business to ensure revenue growth and account profitability.
• Proactively identify cross-sell opportunities and gaps in coverage; coordinate with internal teams and producers to offer complementary insurance lines.
• Maintain strong knowledge of industry regulations, carrier appetites, and best practices in both P&C and Life & Health lines.
• Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.

Operational Excellence

• Provide technical support and guidance to Client Managers and junior team members as needed.
• Act as a subject matter expert and resource in internal planning sessions, special projects, or escalated client service issues.
• Maintain strong knowledge of industry regulations, carrier appetites, and best practices in both P&C and Life & Health lines.
• Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.

Qualifications

• 7+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts.
• Deep understanding of Property & Casualty insurance products, markets, and strategies.
• Proven ability to build and maintain strong relationships with executive-level clients and carrier partners.
• Strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability.
• Exceptional communication, negotiation, and presentation skills.
• Proficient in AMS360 or comparable agency management systems.
• Active insurance licenses in applicable lines (P&C) required.
• Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Compensation

$120,000-$140,000 commensurate on experience