Client Executive III

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

📋 Description

• Act as the primary executive advisor to distinguished, multifaceted clients, large privately-owned businesses, and highly regulated organizations.

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

• Lead presentations for boards, negotiate contracts, conduct M&A due diligence, and perform enterprise risk assessments.

• Oversee comprehensive Property & Casualty, Life & Health, and specialized coverage programs.

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

• Propel strategic growth by pinpointing cross-sell and upsell prospects across various coverage lines.

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

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

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

• Maintain up-to-date knowledge in specialty markets, carriers, industry sectors, and regulatory standards.

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

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

• Engage in product development and advisory committees.

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

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

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

⛳️ Requirements

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

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

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

• Extensive network of senior-level carrier relationships.

• Proven ability 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, Dental, Vision

• 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