Senior Client Executive
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Serve as the primary strategic advisor to client CFOs, Treasurers, and executive leadership across an assigned portfolio of captive clients, with lead accountability for retention and satisfaction. Lead client board of director and annual meetings, presenting strategic financial and operational materials. Guide capital optimization, risk retention strategy, and future-state expansion opportunities while directing Captive Advisors and Analysts to ensure superior service delivery. Create, review, and present senior client deliverables including proposals, stewardship reports, and board documents. Conduct in-depth analysis of insurance programs to assess profitability and risk exposure by evaluating premium and loss history data. Lead risk pricing and premium allocation for assigned programs, oversee renewals, and manage relationships with service providers including carriers and brokers. Mentor Captive Advisors, review work product, and travel domestically and internationally approximately 15–20% of the time.
Required Qualifications
- Bachelor's Degree, preferably in Business, Finance, Accounting, or Risk Management
- 8+ years of experience in Property & Casualty insurance, with meaningful experience in captive insurance or alternative risk transfer
- Property & Casualty Producer's License ARM, ACI, or CPCU designation
- Demonstrated ability to own senior client relationships and lead a service team
- Proficiency in MS Office (Word, Outlook, Excel, and PowerPoint)
- Ability to learn new systems as introduced, including AI tools such as Claude
- Superior communication and presentation skills, including the ability to translate technical insurance and financial concepts into clear, actionable insights
- Ability to multi-task and interact in a professional manner with clients and colleagues
- Strong written and verbal communication skills
- Good problem-solving skills and the ability to make the necessary decisions to move the work at hand forward
- Self-motivation with the ability to work independently under minimal daily direction
- Conscientiousness, reliability, and attention to detail
- Excellent time-management skills
- Sound listening and concentration skills
- Commitment to ongoing professional development
- 5-7 years of relevant experience
- Negligible travel
- High school or equivalent
Desired Qualifications
- ACI, or CPCU designation strongly preferred
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