Client Executive III

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. Additional Information Please see our company Benefits: • Medical, Dental, Vision • Life Insurance and AD&D • FSA / HSA • Accident • Critical Illness • Hospital Indemnity • Supplemental Health Insurance • EAP • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K