Client Executive – Senior

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

📋 Description

• Act as the primary executive advisor to prominent, multifaceted clients, large privately-held companies, and highly regulated organizations.

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

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

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

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

• Propel strategic growth of assigned accounts through cross-selling and upselling opportunities.

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

• Evaluate profitability and risk exposure within the book of business 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 regulatory standards.

• 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 forums.

• Participate in product development or advisory committees.

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

• Provide strategic guidance on practice growth, operational improvements, and talent development.

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

⛳️ 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.

• In-depth knowledge of Property & Casualty and Life & Health lines, including niche and specialty markets.

• Extensive network of senior-level carrier relationships.

• Capability to negotiate distinctive coverage structures.

• 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 strongly 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