Commercial Insurance - Client Executive
Core
Managing client relationships and delivering specialized commercial insurance solutions for middle-market to large accounts in auto dealership and golf course industries.
Role type
Senior Client Executive (Commercial Insurance)
Builds
Customized insurance coverage programs and risk mitigation strategies
Domain
Commercial Insurance / Specialty Programs
Required skills
Commercial insurance marketing, placement, and brokering experience; Client and carrier relationship management; Knowledge of all lines of coverage; Negotiation; Data analysis (loss runs, exposures)
Preferred skills
Proficiency in Sagitta, ImageRight, Broker Buddha, PowerBroker AI; Microsoft Office suite
Technologies
Sagitta, ImageRight, Broker Buddha, PowerBroker AI, Microsoft Office
Responsibilities
Act as primary expert resource and first point of contact for assigned clients; Collaborate with producers to define marketing strategies and carrier selection; Negotiate coverage terms, premiums, and commissions with carriers; Manage renewal processes and coordinate with support staff; Maintain accurate client data in agency management systems.
Seniority
Senior, hands-on IC