Senior Client Executive, Business InsuranceA day in the life:As a Senior Client Executive, you will be responsible for overseeing all aspects of assigned accounts, which includes maintaining, monitoring, and managing these accounts to achieve client retention goals as well as ensure client satisfaction with our services. Your role will involve account rounding, troubleshooting, cross-selling to other departments, and collaborating with Producers on new business development. The Senior CE is expected to exemplify a high level of professionalism both internally and externally, along with exceptional technical expertise.
In this position, you will proactively drive retention and new business in alignment with the company's sales and service model. You will establish structure and accountability within your respective departments/groups to optimize the firm's economic potential while fostering the principles of leadership and teamwork.
In this capacity, you will support your team by providing technical advice, market insights, guidance, and leadership during internal and external discussions and negotiations. Additionally, you will facilitate educational opportunities for team members and provide direction for their career development and success.
Our future colleague.We would love to meet you if your professional track record includes these skills and experiences:
- A minimum of 10 years' insurance industry experience with at least 4 years' experience in a brokerage environment
- Active P&C License
- Demonstrated success in a leadership role
- Effective oral and written communication and relationship building skills
- Strong analytical and problem solving skills
- Ability to conduct presentations and speak to internal and external stakeholders at all levels
- High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
- Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently
- Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
These additional qualifications are a plus, but not required to apply:
- Bachelor's degree in Risk Management, Business Administration, Finance or other relevant programs
- Experience with Epic
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
