Client Executive, Commercial Lines

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Act as the primary contact and trusted advisor for a diverse portfolio of intricate, frequently multi-location or multi-line commercial accounts.

• Create customized service plans and risk management strategies that align with each client's industry, risk appetite, and business goals.

• Facilitate client meetings, renewal strategy discussions, and coverage consultations, offering expert-level guidance and advocacy.

• Collaborate with producers and practice leaders to deliver cohesive service and growth strategies.

• Oversee the renewal process from strategy formulation to execution, including marketing, proposal creation, and policy negotiations.

• Evaluate the assigned portfolio to ensure revenue growth and account profitability.

• Identify opportunities for cross-selling and coverage gaps; work with internal teams and producers to provide complementary insurance solutions.

• Track carrier performance, pricing trends, and market conditions to guide placement decisions and negotiate favorable terms.

• Keep accurate and timely records in AMS360 and related systems for policy modifications, notes, and documentation.

• Recognize underperforming accounts and develop action plans to enhance margins or resolve service challenges.

• Offer technical support and mentorship to Client Managers and junior team members.

• Serve as a subject matter expert and resource during internal planning meetings, special projects, and escalated client service matters.

• Stay informed about industry regulations, carrier appetites, and best practices in Property & Casualty as well as Life & Health lines.

• Ensure that service delivery meets agency standards, regulatory requirements, and client expectations.

⛳️ Requirements

• 7+ years of experience in insurance account management, particularly with a focus on complex commercial accounts.

• Comprehensive understanding of Property & Casualty and Life & Health insurance products, markets, and strategies.

• Proven track record of establishing and sustaining strong relationships with executive-level clients and carrier partners.

• Strong strategic thinking, analytical capabilities, and business acumen to manage book profitability effectively.

• Exceptional communication, negotiation, and presentation skills.

• Proficient in AMS360 or equivalent agency management systems.

• Active insurance licenses in relevant lines (P&C and/or L&H) are mandatory.

• Advanced industry certifications such as CIC, CRM, or CPCU are highly preferred.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance and AD&D

• FSA / HSA

• Accident insurance

• Critical illness insurance

• Hospital indemnity insurance

• Supplemental health insurance

• EAP

• Pet insurance

• 11 paid holidays

• Flexible PTO

• 401K