Senior Client Executive - Commercial - Real Estate

About the role

The Commercial Risk Client Executive leads the management and service of complex commercial accounts at a strategic level, developing and retaining consultative client relationships. This role evaluates and educates clients on missing or newly available coverage options.

Responsibilities

• Acquire and retain large, complex clients through deep understanding of risk, risk mitigation, and insurance architecture, aligning knowledge with client operations.
• Develop trusted partnerships with key insurance company partners and broker representatives.
• Manage and lead internal discussions on client renewals, including coverage comparisons, pricing, historical loss experience, and projected loss picks.
• Prepare complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Ensure the client team (Client Management, Risk Mitigation, Claims Consulting, and Risk Analysts) maintains service standards and exceeds client expectations.
• Assess final audits to ensure accuracy between client and insurance company partner audit teams’ identification of risk.
• Build trusting relationships with clients, insurance partners, brokers, and firm advisors through integrity and industry experience.
• Provide training and mentorship to the Client Executive Team for the assigned book of business.
• Share deep insurance expertise with firm advisors, client managers, and colleagues to develop and foster knowledge.

Requirements

• Obtain and maintain a state insurance license as required by the State Department of Insurance.
• Minimum of ten (10) years of commercial insurance experience.
• Exceptional technical knowledge of insurance coverage, contracts, market conditions, and carrier underwriting appetites.
• Experience reviewing, placing, and negotiating loss-sensitive casualty and workers' compensation placements, including captive structures.
• Preferred industry specialization (e.g., Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services).
• Preferred designations: CPCU, CIC, CRM, or ARM.

Skills

• Excellent verbal and written communication skills that inspire loyalty and commitment.
• Ability to analyze complex risk exposures and existing insurance coverages, developing and communicating recommendations through risk mapping.
• Sound judgment and decision-making based on objective analysis and multiple perspectives.
• Alignment with the organization’s core values and corporate culture.
• Intermediate to advanced knowledge of Microsoft applications: Excel, PowerPoint, Outlook, Word, and Publisher.
• Working knowledge of EPIC is preferred.

Special Working Conditions

• Fast-paced, multi-tasking environment.
• Some travel is required.