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

• Create customized service plans and risk management strategies that align with the specific industry, risk appetite, and business goals of each client.

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

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

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

• Assess the assigned book of business to ensure revenue expansion and account profitability.

• Recognize cross-selling opportunities and coverage deficiencies and coordinate complementary insurance solutions.

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

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

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

• Offer technical support and mentorship 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 appetites, and best practices in Property & Casualty and Life & Health lines.

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

⛳️ Requirements

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

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

• Demonstrated ability to establish and maintain relationships with executive-level clients and carrier partners.

• Strong strategic thinking, analytical capabilities, and business insight.

• Competence in managing book profitability.

• Outstanding communication, negotiation, and presentation abilities.

• Proficient in AMS360 or similar agency management systems.

• Must possess active insurance licenses in relevant lines (P&C and/or L&H).

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

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance and AD&D

• FSA / HSA

• Accident insurance

• Critical illness insurance

• Hospital indemnity insurance

• Supplemental health insurance

• EAP

• Pet insurance

• 11 paid holidays

• Flexible PTO

• 401K