Client Executive, P&C

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