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, often multi-location or multi-line commercial accounts.

• Create customized service plans and risk management strategies tailored to each client's industry, risk tolerance, and business goals.

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

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

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

• Analyze the assigned book of business to ensure revenue growth and profitability of accounts.

• Identify cross-selling opportunities and coverage deficiencies.

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

• Maintain precise and timely updates in AMS360 and associated systems.

• Develop action plans for underperforming accounts to enhance margins or resolve servicing issues.

• 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 challenges.

• Stay informed about industry regulations, carrier appetites, 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 proven focus on complex commercial accounts.

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

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

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

• Excellent 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 required.

• Advanced industry certifications such as CIC, CRM, and CPCU are strongly preferred.

🏝️ Benefits

• Medical, Dental, Vision

• Life Insurance and AD&D

• FSA / HSA

• Accident Insurance

• Critical Illness Insurance

• Hospital Indemnity Insurance

• Supplemental Health Insurance

• Employee Assistance Program (EAP)

• Pet Insurance

• 11 Paid Holidays

• Flexible Paid Time Off (PTO)

• 401K

• Availability for remote work