Senior Client Executive, Business Insurance

About the role

The Senior Client Executive plays a pivotal role in overseeing and managing assigned accounts to achieve client retention and satisfaction. This position involves account rounding, troubleshooting, cross-selling, and collaboration with Producers on new business development.

Responsibilities

• Maintain, monitor, and manage assigned accounts to meet client retention goals and ensure client satisfaction.
• Oversee all aspects of assigned accounts, including account rounding, troubleshooting, cross-selling, and collaboration with Producers on new business development.
• Drive retention and new business in alignment with the company’s sales and service model.
• Establish structure and accountability within your respective departments/groups to optimize the firm’s economic potential.
• Support your team by providing technical advice, market insights, guidance, and leadership during internal and external discussions and negotiations.
• Facilitate educational opportunities for team members and provide direction for their career development and success.

Requirements

• A minimum of 10 years’ insurance industry experience with at least 4 years’ experience in a brokerage environment.
• Active P&C License.
• Demonstrated success in a leadership role.
• Effective oral and written communication and relationship building skills.
• Strong analytical and problem-solving skills.
• Ability to conduct presentations and speak to internal and external stakeholders at all levels.
• High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software.
• Demonstrated ability to manage multiple priorities efficiently.
• Advanced insurance designations applicable to the above duties strongly preferred.
• Willingness to pursue continuing education and professional development.

Qualifications

• Bachelor's degree in Risk Management, Business Administration, Finance or other relevant programs.
• Experience with Epic.

Skills

• Exceptional time management and organization skills.
• Advanced insurance designations applicable to the above duties.
• Willingness to pursue continuing education and professional development.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.