Client Executive III

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

📋 Description

• Act as the primary executive advisor to prominent, multifaceted clients, substantial privately held businesses, and highly regulated organizations.

• Formulate long-term strategic risk management initiatives that align with clients’ operational, financial, and compliance objectives.

• Facilitate board presentations, negotiate contracts, conduct M&A due diligence, and perform enterprise risk evaluations.

• Supervise multi-line Property & Casualty, Life & Health, and specialized coverage programs.

• Serve as the ultimate escalation point for significant service or claims matters.

• Propel strategic growth by pinpointing cross-selling and upselling opportunities across various coverage lines.

• Meet revenue goals through client development, strategic planning, and program innovation.

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

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

• Maintain in-depth knowledge of specialty markets, carriers, industry sectors, and regulatory standards.

• Negotiate specialized coverage conditions and craft tailored insurance solutions in partnership with executive-level carrier representatives.

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

• Engage in product development and advisory committees.

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

• Offer strategic insights on practice expansion, operational improvements, and talent nurturing.

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

⛳️ Requirements

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

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

• Comprehensive expertise in Property & Casualty and Life & Health lines, including niche and specialty markets.

• A vast network of senior carrier relationships.

• Strong capability to negotiate unique coverage arrangements.

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

• Proficient in AMS360 or other agency management systems.

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

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

• 401(k)