Brown & Riding
Brown & Riding

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Client Executive - Wholesale Insurance Brokerage - Casualty

Client Executive - Wholesale Insurance Brokerage - Casualty

Brown & Riding Insurance Services, Inc

Dallas, TX โ€ข On-site

$75K - $102K/yr

Other

Posted 3 days ago


Job description

Position Summary : The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty. Essential Functions: Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact.

Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members. Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction. Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients.

Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team. Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations. Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients.

Gather and develop complete loss summaries and analysis, as needed. Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter.

Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee. Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards. Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records.

Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations. Other Responsibilities : Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the companys reputation. Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc.

Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development. Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively. Perform other work-related duties as assigned by broker and/or management.

Prepare and present seminars or sales presentations and/or continuing education classes as required.