Client Executive, Commercial Lines
Skills
About this role
Duties and Responsibilities:
Client Relationship Management & Strategy
• Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts. • Develop tailored service plans and risk management strategies in alignment with each client’s industry, risk tolerance, and business objectives. • Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy. • Collaborate closely with producers and practice leaders to present unified service and growth strategies. • Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.
Book Management & Profitability
• Strategically analyze assigned book of business to ensure revenue growth and account profitability. • Proactively identify cross-sell opportunities and gaps in coverage; coordinate with internal teams and producers to offer complementary insurance lines. • Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms. • Ensure accurate and timely updates in AMS360 and all related systems for policy changes, notes, and documentation. • Identify underperforming accounts and create action plans to improve margins or address servicing issues.
Operational Excellence
• Provide technical support and guidance to Client Managers and junior team members as needed. • Act as a subject matter expert and resource in internal planning sessions, special projects, or escalated client service issues. • Maintain strong knowledge of industry regulations, carrier appetites, and best practices in both P&C and Life & Health lines. • Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations. • 7+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts. • Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies. Proven ability to build and maintain strong relationships with executive-level clients and carrier partners. • Strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability. Exceptional communication, negotiation, and presentation skills. • Proficient in AMS360 or comparable agency management systems. • Active insurance licenses in applicable lines (P&C and/or L&H) required. • Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.
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