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 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.

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

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

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

• Recognize cross-sell opportunities and identify coverage gaps, coordinating additional insurance offerings as needed.

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

• Keep accurate and timely updates in AMS360 and related systems.

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

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

• Act 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 across Property & Casualty and Life & Health lines.

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

⛳️ Requirements

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

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

• Proven capability to foster and maintain relationships with executive-level clients and carrier partners.

• Strong strategic thinking, analytical abilities, and business acumen.

• Competence in managing book profitability.

• Outstanding communication, negotiation, and presentation skills.

• Proficiency 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 insurance

• Dental insurance

• Vision insurance

• Life Insurance and AD&D

• FSA / HSA

• Accident insurance

• Critical Illness insurance

• Hospital Indemnity

• Supplemental Health Insurance

• EAP

• Pet Insurance

• 11 Paid Holidays

• Flexible PTO

• 401K