Client Executive, Commercial Lines

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

📋 Description

• Serve as the primary point of contact and a trusted advisor for a diverse portfolio of complex commercial accounts, often spanning multiple locations or lines.

• 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 sessions, and coverage consultations, offering expert-level advice and representation.

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

• Proactively manage the renewal process from strategy through execution, including marketing, proposal creation, and policy negotiations.

• Strategically assess the assigned book of business to guarantee revenue growth and account profitability.

• Spot cross-sell opportunities and identify coverage gaps, working with internal teams and producers to provide complementary insurance lines.

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

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

• Recognize underperforming accounts and devise action plans to enhance margins or resolve servicing challenges.

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

• Act as a subject matter expert and a resource during internal planning sessions, 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

• Over 7 years of experience in insurance account management, specifically focusing on complex commercial accounts.

• In-depth knowledge of Property & Casualty and Life & Health insurance products, markets, and strategies.

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

• Strong strategic thinking, analytical abilities, and business insight with the capacity to manage book profitability.

• Outstanding communication, negotiation, and presentation skills.

• Proficient in AMS360 or similar agency management systems.

• Active insurance licenses in applicable 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 Insurance

• Critical Illness Insurance

• Hospital Indemnity

• Supplemental Health Insurance

• EAP

• Pet Insurance

• 11 Paid Holidays

• Flexible PTO

• 401K