Client Executive I
Hybrid · Asheboro, North Carolina, United States
Job Summary
Lead point of contact and trusted advisor for a portfolio of complex commercial insurance accounts across multiple locations. Develop tailored service plans, risk management strategies, and renewal approaches; collaborate with producers and practice leaders to present unified service and growth strategies. Drive book profitability through cross-sell opportunities, market analysis, and proactive account management; manage renewals from strategy through negotiations and proposal development. Requires 7+ years in insurance account management, strong relationship-building with executive-level clients and carrier partners, and active insurance licenses in P&C and/or L&H. Proficiency with AMS360 and advanced certifications (CIC, CRM, CPCU strongly preferred) are highly valued. Advanced communication, negotiation, and presentation skills are essential to success in this senior client-facing role.
Required Qualifications
- Active insurance licenses in applicable lines (P&C and/or L&H) required
- 7+ years of experience in insurance account management
- Strong knowledge of Property & Casualty and Life & Health insurance products and markets
- AMS360 proficiency or equivalent
- CIC/CRM/CPCU certifications strongly preferred
Desired Qualifications
- Active insurance licenses (P&C and/or L&H) required
- CIC preferred
- CRM preferred
- CPCU preferred
- 7+ years of experience in insurance account management
- Strong communication, negotiation, and presentation skills
- AMS360 experience
- Ability to manage complex commercial accounts and multi-location client relationships
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