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