Client Executive III

This is a fully remote position, open to applicants in India, +1 more country.

📋 Description

• Act as the primary executive advisor for the firm's most prominent, multifaceted clients, including large privately held companies and highly regulated organizations.

• Create long-term strategic risk management strategies that align with clients' operational, financial, and compliance objectives.

• Lead high-level client engagements, encompassing board presentations, contract negotiations, M&A due diligence, and enterprise risk assessments.

• Oversee multi-line programs across Property & Casualty, Life & Health, and specialized coverages.

• Serve as the final escalation point for significant service or claims concerns.

• Foster strategic account growth through cross-selling and upselling opportunities.

• Meet established revenue goals through client development, long-term planning, and program innovation.

• Evaluate profitability and risk exposure throughout the portfolio and suggest necessary adjustments.

• Collaborate with producers, carrier partners, and internal teams to design complex programs.

• Keep up-to-date with expertise in specialty markets, carriers, industry sectors, and regulatory standards.

• Negotiate unique coverage terms and develop tailored insurance solutions with executive-level carrier contacts.

• Represent the firm at industry events, conferences, and client gatherings.

• Engage in product development or advisory committees.

• Mentor Client Executives I and II as well as senior Client Managers.

• Provide strategic insights on practice growth, operational improvements, and talent development.

• Lead cross-functional teams in support of high-value client engagements and special projects.

⛳️ Requirements

• Over 15 years of progressive experience in commercial insurance, client advisory, and strategic risk management.

• Proven track record in managing large, multi-line, and complex client accounts at an executive level.

• Extensive knowledge in Property & Casualty and Life & Health lines, including niche and specialty markets.

• A broad network of senior carrier relationships.

• Capability to negotiate unique coverage structures.

• Outstanding leadership, strategic thinking, and executive communication abilities.

• Proficient in AMS360 or other agency management software.

• Active Property & Casualty and Life & Health licenses are mandatory.

• Advanced certifications such as CPCU, CIC, CRM, CEBS, or ARM are highly preferred.

🏝️ Benefits

• Medical, Dental, and 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.