Overview As Client Executive, you will lead strategic advisory for complex middle-market and large commercial accounts, shaping risk management and insurance programs. You'll coordinate cross-functional teams, engage with executives, and drive retention and growth. This role sits at the nexus of client strategy, carrier relations, and program innovation, helping top firms manage multi-line risk. You will work closely with leadership to elevate client value and industry influence in a fast-growing brokerage. This is a chance to shape risk solutions for high-profile clients in a collaborative, performance-driven culture.
Compensation / Benefits- Medical, Dental, Vision
- 401K
- Flexible PTO
- Life Insurance and AD&D
- EAP
- FSA / HSA
Responsibilities- Lead executive advisory for high-profile clients and regulated entities
- Develop long-term strategic risk management plans for clients
- Lead board presentations, contract negotiations, and M&A due diligence
- Oversee multi-line programs (Property & Casualty, Life & Health, specialty)
- Escalate major service or claims issues
- Identify cross-sell and upsell opportunities across all lines
- Collaborate with carriers and internal teams to structure complex programs
- Mentor and guide junior Client Executives and senior Client Managers
Key requirements- 15+ years in commercial insurance, advisory, and strategic risk management
- Proven track record with large, multi-line, complex accounts at executive level
- Deep expertise in Property & Casualty and Life & Health, including niche markets
- Extensive carrier relationships and ability to negotiate unique coverage structures
- Exceptional leadership, strategic thinking, and executive communication
- Proficiency with AMS360 or similar agency management platforms
- Active P&C and Life & Health licenses; advanced certifications preferred
- leadership
- executive communication
- strategic thinking
- AMS360
- complex risk placement
- multi-line program design
