Client Executive - Wholesale Insurance Brokerage - Casualty
On-siteDallas, Texas, United States
Job Summary
Initiate, maintain, and enhance relationships with carriers and retail clients through regular in-person contact, often accompanied by senior team members. Independently manage marketing for basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage terms and pricing with underwriters. Gather loss summaries, analyze market trends and regulatory changes, and prepare error-free documentation to ensure quality, timeliness, and accuracy of all files. Facilitate clear communication between clients and underwriters while soliciting timely responses and providing transparent updates. Collaborate with the broker team to disseminate information, suggest efficiency improvements, and provide training to production staff. Prepare seminars or sales presentations as required and perform other assigned duties.
Required Qualifications
- 5 to 15 years of relevant insurance experience
- Property & Casualty and Surplus Lines Licenses (as required by state)
- 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)
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