Client Executive III

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Act as the primary executive advisor for the firm’s most distinguished, multi-dimensional clients, large privately-held businesses, and highly regulated organizations.

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

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

• Manage multi-line programs encompassing Property & Casualty, Life & Health, and specialty coverages.

• Serve as the ultimate escalation point for significant service or claims-related issues.

• Propel strategic growth of designated accounts by identifying cross-sell and upsell opportunities across all coverage lines.

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

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

• Collaborate with producers, carrier partners, and internal teams to design complex programs that maximize client value.

• Maintain deep knowledge in specialty markets, carriers, industry sectors, and changing regulatory landscapes.

• Engage with executive-level carrier contacts to negotiate tailored coverage terms and develop customized insurance solutions.

• Represent the firm as a thought leader at industry events, conferences, and client gatherings.

• Take part in product development or advisory committees.

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

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

• Lead internal cross-functional teams supporting high-value client projects and special initiatives.

⛳️ Requirements

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

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

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

• A robust network of senior carrier relationships.

• Capability to negotiate unique coverage arrangements.

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

• Proficient in AMS360 or other agency management systems.

• Active P&C and L&H licenses are mandatory.

• 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

• Supplemental health insurance

• EAP

• Pet insurance

• 11 Paid Holidays

• Flexible PTO

• 401K