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Title

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  

This position is currently not accepting applications.

To search for an open position, please go to http://BrownandRidingInsuranceServicesInc.appone.com



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