Howden Buffalo Inc

PEO Client Executive

Howden Buffalo Inc$80K — $120K *
US-AnywhereRemote in Florida, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in account management or client advisory roles within insurance
  • Experience managing large or complex commercial accounts
  • Active US Property & Casualty insurance license
  • Skilled in communication, presentation, and client relationships
  • Strong organizational and detail-oriented capabilities

Responsibilities

  • Serve as primary advisor for assigned clients across various industries
  • Build executive-level client relationships and guide risk management decisions
  • Lead renewal strategies, including negotiations with carriers
  • Review client proposals for accuracy; present findings and recommendations
  • Ensure compliance with documentation and regulatory standards
  • Act as escalation point for complex claims issues; collaborate for resolution
  • Identify account expansion opportunities and collaborate with team members

Benefits

  • Medical, dental, and vision insurance
  • 401(k) retirement plan
  • Flexible Paid Time Off and paid parental leave
  • Life and Disability insurance
  • Commitment to providing reasonable accommodations for employees' needs
Full Job Description
What is the role?

Role Summary

We are seeking a strategic, relationship-driven Account Executive to lead and grow a diverse portfolio of clients in the PEO space. In this role, you will serve as a trusted advisor to senior stakeholders, oversee the delivery of high-quality service, manage complex insurance programs, and drive account expansion opportunities.

The ideal candidate is proactive, consultative, and experienced in managing sophisticated commercial accounts with varied and evolving business needs.

What will you be doing?

  • Client Strategy & Relationship Leadership
    • Serve as the primary strategic advisor and point of contact for assigned clients across multiple industries.
    • Build and maintain strong executive-level relationships and guide clients through risk management and insurance program decisions.
    • Develop a deep understanding of each client's business model, operational challenges, and long-term goals to anticipate needs and provide tailored solutions.
  • Program Oversight, Policy Management & Renewals
    • Lead the full renewal strategy, including coverage analysis, exposure review, marketing direction, and negotiation of terms with carriers.
    • Review quotes and proposals for accuracy and alignment with client objectives; deliver recommendations and present renewal outcomes.
    • Ensure the timely and accurate processing of policy changes, endorsements, invoicing, and audits in partnership with the account management team.
  • Documentation, Compliance & Quality Assurance
    • Oversee the integrity and completeness of client files within the EPIC agency management system.
    • Ensure all documentation meets regulatory, industry, and internal compliance standards.
    • Maintain a high level of accuracy and quality across all deliverables.
  • Claims Advocacy
    • Act as an escalation point for complex claims issues and collaborate with claims adjusters to ensure timely resolution.
    • Communicate claim status, strategy, and next steps to clients and internal teams.
  • Growth & Cross-functional Collaboration
    • Identify opportunities for account expansion, cross-selling, and value-added services.
    • Collaborate closely with producers, account managers, and technical specialists to deliver seamless client service.
    • Participate in internal meetings, training initiatives, process improvement efforts to strengthen team performance.


What are we looking for?

Experience:
  • Minimum 5+ years of experience in account management, account executive, or client advisory roles within a brokerage or related insurance environment.
  • Proven success managing large or complex commercial accounts.


Licensing:
  • Active Property & Casualty insurance license (US state specific)


Skills:
  • Exceptional communication, presentation, and client relationship skills.
  • Strong organizational abilities with the capacity to prioritize effectively in a fast- paced environment.
  • High attention to detail and a proactive, solutions-oriented mindset.
  • Proficiency with agency management systems and Microsoft Office applications (Word, Excel, PowerPoint and Outlook)


Preferred Qualifications:
  • Designations such as CIC, CISR, ARM, or equivalent.
  • Experience with surplus lines placements.


Compensation and Benefits

In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including:
  • Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
  • 401(k) retirement plan
  • Flexible Paid Time Off and paid parental leave
  • Life and Disability insurance


Reasonable adjustments

We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

If you're excited by this role but have some doubts about whether it's the right fit for you, send us your application - if your profile fits the role's criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent

About Howden Buffalo Inc

Howden Buffalo Inc is a manufacturer of air and gas handling equipment. The company offers a range of products including fans, blowers, compressors, and gas turbines. Howden Buffalo Inc serves a variety of industries including power generation, oil and gas, mining, and marine. The company was founded in 1854 and is headquartered in Milford, Ohio.
Learn more about Howden Buffalo Inc
Size
1,000 employees
Industry

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