Sr. Client Executive - Wholesale Insurance Brokerage - Casualty

Position Summary:

The SCE is a subject matter expert responsible for understanding client needs, developing sophisticated insurance solutions, and driving substantial business growth through managing and expanding existing key client relationships. The SCE serves as a senior point of contact for clients, ensuring exceptional satisfaction and loyalty, and provides leadership and mentorship to junior team members.

Essential Functions:

• Independently initiate, maintain, and enhance strategic senior-level relationships with carriers, including regular in-person contact.
• Independently initiate, maintain, and enhance strategic senior-level relationships with existing retail clients and prospects, including regular in-person contact.
• Independently solve complex account issues with little to no broker involvement leveraging their own relationships with senior-level retail and carrier leadership.
• Identify opportunities to expand services within existing accounts and retail relationships, driving substantial business growth and client satisfaction.
• Stay ahead of market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients.
• Manage and oversee the marketing of the team’s most complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring no support from their broker.
• Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations.
• Solicit and negotiate favorable pricing and terms with underwriters for complex submissions, providing frequent and transparent updates to clients.
• Gather and develop complete loss summaries and analysis, as needed.
• Prepare and oversee 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 company’s reputation.
• Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc.
• Provide training, mentoring, and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, Senior Associate Brokers, and/or Client Executives 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.

Education, Experience and Skills Required:

• Typically, 10 to 20 years of relevant insurance experience, including at least 3 years of experience as a Client Executive.
• Property & Casualty and Surplus Lines Licenses (as required by state).
• High level designation (such as CPCU, RPLU, etc.) a plus.
• Exceptional organizational, follow-up, communication, and interpersonal skills.
• Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
• Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
• Ability to manage multiple priorities and deadlines effectively.
• Exceptional negotiation skills with the ability to influence and persuade stakeholders at all levels.
• Able to effectively interact with and adapt to diverse personality and communication styles.
• Flexibility in work schedule and ability to adapt to changing demands of the position.
• Independently manages time to get the job done with minimal supervision.
• Intermediate skill level in PC software (Word, Excel and other software, as required).

Work Environment

• Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
• Vision requirements are in the normal range, correctible with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
• Working environment is generally within the confines of an office where normal climate conditions support effective job performance.Some daily travel may include limited time spent outside in the elements as part of the normal commute.
• Some travel outside of the normal daily commute may be required, such as traveling to another city, state, etc.
• Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.

Important Note: This job description is intended to convey information essential to understanding the scope of the Senior Client Executive role at Brown & Riding. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Management reserves the right to modify, add, or remove duties as necessary to meet business needs.