Client Executive – Commercial Lines

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

📋 Description

• Act as the primary point of 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 are aligned with each client's industry, risk tolerance, and business goals.

• Facilitate client meetings, renewal strategy discussions, and coverage consultations.

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

• Oversee the renewal process from planning to execution, which includes marketing, proposal creation, and policy negotiations.

• Evaluate the assigned book of business to ensure revenue enhancement and account profitability.

• Spot cross-selling opportunities and coverage deficiencies; work with internal teams and producers on additional insurance lines.

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

• Ensure accurate and timely updates in AMS360 and related systems for policy modifications, notes, and documentation.

• Identify underperforming accounts and devise action plans to enhance margins or resolve servicing concerns.

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

• Serve as a subject matter expert in internal planning sessions, special projects, and escalated client service matters.

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

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

⛳️ Requirements

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

• Profound knowledge of Property & Casualty and Life & Health insurance products, markets, and strategies.

• Demonstrated ability to build and sustain relationships with executive-level clients and carrier partners.

• Strong strategic thinking, analytical capabilities, and business insight, including book profitability management.

• Outstanding communication, negotiation, and presentation skills.

• Expertise in AMS360 or similar 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, Dental, Vision

• Life Insurance and AD&D

• FSA / HSA

• Accident

• Critical Illness

• Hospital Indemnity

• Supplemental Health Insurance

• EAP

• Pet Insurance

• 11 Paid Holidays

• Flexible PTO

• 401K