Drive growth by identifying cross-sell and upsell opportunities.
Achieve revenue targets through client development and program innovation.
Maintain market expertise and represent the firm at industry events.
Benefits
Medical, Dental, Vision insurance.
Life Insurance and AD&D coverage.
Flexible Spending Account (FSA) / Health Savings Account (HSA).
Accident and Critical Illness insurance.
Hospital Indemnity coverage.
Supplemental Health Insurance options.
Employee Assistance Program (EAP).
Pet Insurance available.
11 Paid Holidays each year.
Flexible Paid Time Off (PTO).
401K retirement plan.
Full Job Description
Job Description
Reports To: Client Service Team Leader
Duties and Responsibilities:
Executive Client Leadership
Serve as the lead executive advisor to the firm's most high-profile, multi-faceted clients, large privately held firms, and highly regulated entities.
Develop long-term strategic risk management plans that support clients' operational, financial, and compliance goals.
Lead high-level client interactions including board presentations, contract negotiations, M&A due diligence, and enterprise risk assessments.
Oversee multi-line programs (Property & Casualty, Life & Health, and specialty coverages) to ensure comprehensive coverage alignment.
Act as the final escalation point for major service or claims issues.
Growth & Profitability Oversight
Drive the strategic growth of assigned accounts by identifying and capitalizing on crosssell and upsell opportunities across all lines of coverage.
Achieve defined revenue targets through client development initiatives, long-range planning, and program innovation.
Continuously assess profitability and risk exposure across the book of business, recommending adjustments as needed.
Collaborate with producers, carrier partners, and internal teams to structure complex programs that maximize client value.
Market Expertise & Industry Influence
Maintain a deep understanding of specialty markets, carriers, industry verticals, and evolving regulatory requirements.
Act as a strategic liaison with executive-level carrier contacts to negotiate specialized coverage terms and create bespoke insurance solutions.
Represent the firm as a thought leader at industry events, conferences, and client forums.
Participate in product development or advisory committees, both internally and with strategic partners
Internal Leadership & Mentorship
Serve as a mentor and role model to Client Executives I and II and senior Client Managers.
Provide strategic input on internal initiatives including practice growth, operational enhancements, and talent development.
Lead internal cross-functional teams to support high-value client engagements and special projects.
Qualifications
15+ years of progressive experience in commercial insurance, client advisory, and strategic risk management.
Demonstrated success managing large, multi-line, and complex client accounts at an executive level.
Deep expertise in both Property & Casualty and Life & Health lines, including niche/specialty markets.
Extensive network of senior carrier relationships and an ability to negotiate unique coverage structures. Exceptional leadership, strategic thinking, and executive communication skills.
Proficient in AMS360 or other agency management platforms.
Active P&C and L&H licenses required. Advanced certifications such as CPCU, CIC, CRM, CEBS, or ARM strongly preferred.
