Client Executive, P&C – Job Description
Position Summary
The Client Executive is responsible for leading risk management strategies for existing client relationships, serving as a primary point of contact while delivering exceptional service in partnership with Sales Executives, Client Managers, and Account Managers. This role combines strategic advisory and hands-on execution, analyzing risk, coverage, and program structure while recommending and implementing solutions that align with client needs and organizational goals. The role supports growth through client retention, cross-selling, and proactive risk management while contributing to a collaborative, team-based service model.
Key Responsibilities
Functional Leadership & Ownership
· Lead risk management strategy and serve as primary advisor for assigned client relationships
· Own client account strategy, including coverage design, program structure, and renewal planning
· Act as subject matter expert on Property & Casualty solutions and market options
· Partner with internal stakeholders to align client strategies with business objectives
Hands-On Execution & Delivery
· Analyze risk exposures, coverage, and program structures and recommend tailored solutions
· Execute coverage changes and implement program updates
· Prepare and present renewal strategies, market summaries, and coverage analyses
· Educate clients on insurance solutions and explain coverage terms and options clearly
Reporting, Quality & Operational Support
· Review carrier proposals and ensure accuracy and completeness of deliverables
· Maintain high-quality client documentation and renewal materials
· Ensure timelines, deliverables, and service standards are consistently met
· Maintain confidentiality of client and business information
Cross-Functional Partnership & Integration
· Collaborate with Sales Executives, Client Managers, and Account Managers to deliver cohesive service
· Partner with Employee Benefits and other practice groups to cross-sell solutions
· Support seamless onboarding and transition of new clients to service teams
· Provide backup support to team members as needed
Growth, Change & Special Initiatives
· Identify opportunities to expand client relationships and sell additional lines of coverage
· Support business growth through high client retention and satisfaction
· Participate in client presentations and strategic reviews
· Contribute to special projects and organizational initiatives as assigned
Process Improvement & Best Practices
· Stay current on insurance products, carriers, and regulatory changes
· Recommend improvements to client service processes and risk management practices
· Apply best practices to enhance service delivery and client outcomes
Accountability
· Deliver effective and scalable client risk management solutions
· Maintain high levels of accuracy, quality, and client service
· Achieve strong client retention and satisfaction outcomes
· Build collaborative relationships across internal teams and external partners
· Demonstrate ownership, sound judgment, and strong prioritization
Qualifications
Required
· Prior insurance sales experience in an agency setting
· Property & Casualty license or ability to obtain within 60 days
· Strong presentation and communication skills
· Analytical thinking with strong problem-solving abilities
· Proficiency in Microsoft Outlook, Word, Excel, and Access
· Ability to work independently and collaboratively
Preferred
· Bachelor’s degree
· Experience in client executive or advanced consulting roles
· Proven track record of client retention and growth
Key Competencies
· Strategic & Systems Thinking
· Ownership & Accountability
· Client Focus & Relationship Management
· Consulting & Influence
· Change Agility
· Business Acumen
Employment Type: FULL_TIME