Client Executive - Wholesale Insurance Brokerage - Casualty

Description

Position Summary:

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty.

Essential Functions:

• Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact.
• Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members.
• Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction.
• Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients.
• Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team.
• Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations.
• Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients.
• Gather and develop complete loss summaries and analysis, as needed.
• Prepare 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 and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, 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.

Position Requirements

Education, Experience and Skills Required:

• Typically, 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).

Category Insurance Location Dallas Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values.

Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people.

Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience.

Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM.

Exempt/Non-Exempt Exempt