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 align with the unique industry, risk tolerance, and business objectives of each client.

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

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

• Oversee the renewal process from strategic planning to execution, including marketing, proposal development, and policy negotiations.

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

• Identify cross-selling opportunities and coverage gaps; coordinate 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 timely and accurate updates in AMS360 and related systems regarding policy changes, notes, and documentation.

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

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

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

• Maintain a robust understanding of 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

• A minimum of 7 years of experience in insurance account management, specifically focusing 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 skills, and business acumen with the capability to manage book profitability effectively.

• 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