Client Executive (Commercial Lines)

  • Lovitt & Touche, Inc.
  • Tempe, AZ, United States
Full Time

Job Description

Position Overview
The Client Executive position (formerly called Account Executive) is responsible for assisting Sales Executives in securing new business and in retaining renewal business for the agency on select accounts determined by premium size or complexity.

Principal Duties and Responsibilities

  • Responsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunities
  • Responsible for proactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing.
  • Maintain contact and collaborate with internal (Sales Executives, Client Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
  • Main point of contact for select clients – review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures, and perform contract reviews and advise clients on insurance and indemnification
  • Responsible for relationship building with the client and the appropriate client team members
  • Responsible for prescribing, planning, and implementing appropriate risk management services for assigned accounts
  • Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
  • Responsible for planning, preparing and implementing stewardship meetings, where applicable
  • Process, delegate and/or oversee audits, proposals and policy checking
  • Conduct all business in accordance with established policies and procedures
  • Regularly attends client meetings on or off site
  • Other duties as assigned

Job Requirements:


  • High School Diploma or GED
  • 5-7 years in commercial lines insurance
  • Licensed in Arizona Property/Casualty (or ability to transfer existing license)
  • National or large account experience including experience with Alternative Risk Transfer programs
  • Ability to effectively communicate, both written and verbally, to internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to effectively resolve conflict with a minimal negative impact to all parties involved
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel)


  • Bachelor degree or technical training in related discipline
  • ARM or CPCU designations
  • Previous Sagitta and ImageRight experience

Working Environment

  • Work is performed indoors in a climate controlled office environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods
  • Regular travel to client sites

Note: This job is not eligible for remote working from Colorado

Apply Now