Client Executive III

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

📋 Description

• Act as the primary executive advisor to the firm's most prestigious, multifaceted clients, large privately-owned companies, and highly regulated organizations.

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

• Lead high-level interactions with clients, including board presentations, contract negotiations, mergers and acquisitions due diligence, and enterprise risk assessments.

• Oversee multi-line insurance 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 assigned accounts by identifying cross-sell and upsell opportunities across all coverage areas.

• Meet specified revenue targets through client development efforts, long-term planning, and innovation in programs.

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

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

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

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

• Represent the firm as an industry thought leader at events, conferences, and client forums.

• Participate in internal product development or advisory committees as well as with strategic partners.

• Mentor Client Executives I and II, along with senior Client Managers.

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

• Lead internal cross-functional teams to support high-value client engagements and special initiatives.

• Report directly to the Client Service Team Leader.

⛳️ Requirements

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

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

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

• Vast network of senior carrier relationships and a proven ability to negotiate distinctive coverage arrangements.

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

• Proficient in AMS360 or other agency management systems.

• 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, Vision coverage.

• Life Insurance and Accidental Death & Dismemberment (AD&D).

• Flexible Spending Account (FSA) / Health Savings Account (HSA).

• Accident insurance.

• Critical Illness insurance.

• Hospital Indemnity coverage.

• Supplemental Health Insurance.

• Employee Assistance Program (EAP).

• Pet Insurance.

• 11 Paid Holidays.

• Flexible Paid Time Off (PTO).

• 401K plan.