Acquires and retains large, complex clients through a deep understanding of risk
Develops trusted partnerships with key insurance company partners and broker representatives
Leads internal discussions on client renewals including coverage comparisons and pricing comparisons
Prepares complex submissions for the marketplace
Coordinates client team to ensure service standards exceed clients’ expectations
Assesses final audits to ensure accuracy between client and insurance company partner audit teams
Actively builds trusting relationships with clients and internal professionals
Shares deep insurance expertise with firm’s advisors, account managers and other colleagues.

Obtain and maintain state insurance license or other state insurance license(s)
A minimum of seven (7) years of commercial insurance experience
Excellent verbal and written communication skills
Ability to analyze complex risk exposures
Exceptional technical knowledge of insurance coverage
Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements is preferred
Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
Makes sound judgments and decisions based on objective analysis
Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
Working knowledge in Sagitta is preferred.
Designations preferred, including CPCU, CIC, CRM, or ARM.

Client Executive, Commercial Risk – Insurance Advisory Solutions

Key skills