Client Executive, Level III

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

📋 Description

• Act as the primary executive advisor to 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.

• Conduct high-level client interactions, encompassing board presentations, contract negotiations, M&A due diligence, and enterprise risk evaluations.

• Manage multi-line programs that include Property & Casualty, Life & Health, and specialized coverages.

• Serve as the final escalation point for significant service or claims-related matters.

• Propel strategic growth of designated accounts through cross-selling and upselling opportunities across all coverage areas.

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

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

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

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

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

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

• Engage 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 that 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, and strategic risk management.

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

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

• A broad network of senior-level carrier relationships.

• Capacity to negotiate unique coverage structures.

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

• 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, 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