2265 client executive jobs found

Job Description: Job Description: We are looking to add a Property Casualty Sales Producer (Client Executive) to join our P&C team. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Actively generate new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals. Partners with appropriate internal team members and/or experts on appropriate coverages for initial and ongoing prospect sales meetings and proposals. In collaboration with client experience team, manages existing book of business. Maintain relationship with clients and their business needs, addressing changes as needed and delivering documents as appropriate. Attends all sales-related activities, promoting game-changing, positive attitude in support of all agency...

Job Description: Job Description: We are looking to add a Employee Benefits Producer (Client Executive) to join our Employee Benefits team. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Actively generate new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals. Partners with appropriate internal team members and/or experts on appropriate coverages for initial and ongoing prospect sales meetings and proposals. In collaboration with client experience team, manages existing book of business. Maintain relationship with clients and their business needs, addressing changes as needed and delivering documents as appropriate. Attends all sales-related activities, promoting game-changing, positive attitude in support of all...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or...

Guardian is seeking a Client Executive to strategically manage a portfolio of large, complex client relationships within our Group Benefits business. This role is accountable for delivering an exceptional client experience while driving retention, profitable growth, and strong business outcomes. As the primary point of contact for clients and broker/consultant partners, the Client Executive brings a consultative, strategic approach to managing relationships, shaping client solutions, and executing strategies that deliver long-term value for both the client and the business. You Will: Own and manage a portfolio of sophisticated client accounts, delivering strong outcomes across retention, growth, and profitability Build trusted relationships with clients and broker/consultant partners, positioning Guardian as a valued, long-term partner Lead the renewal process end-to-end, including strategy development, data analysis, pricing alignment, and execution of rate actions...

Job Responsibilities and Requirements The National Client Executive is accountable for all aspects of the customer experience with assigned national clients as well as managing and owning the overall client relationship.  As the lead of a team of professionals, they will deliver on our promises, fully leverage the power of our service capabilities to exceed expectations and problem solve for custom client needs.   They will review the financial metrics, retention and growth of the assigned block.  The National Client Executive will serve as a subject matter expert to our clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA. Typical group size is 2000+ lives.    Retention/Cross selling Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. Provides comprehensive service and directly assists in profitably growing the company’s top consulting base. Leads...

The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available coverage options. PRIMARY RESPONSIBILITIES: Experience with managing clients either on the advisor level or on a client manager level. Broad background in products, general client and policy matters and applicable challenges in the industry Ability and experience in understanding client's financial situations and personal circumstances. Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business Excellent interpersonal skills and face-to-face relationship building abilities Providing complex client and risk management services Have working relationships with industry partners and utilizing...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: The Client Executive is responsible for setting client strategy, supporting clients' day-to-day needs, and managing overall client service for multiple clients varying in complexity. A Client Executive is expected to manage projects to exceed client expectations in alignment with agreed-upon timelines. A Client Executive must exhibit comfort working with limited information and quickly adapt to challenges with professionalism and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown's Risk Solutions team, formerly Beecher Carlson, is looking for a Client Executive to join the team in Atlanta. In this role, you will provide the account team product leadership. The Client Executive is responsible for developing strong relationships with clients and holding a strong understanding of client risk exposures. Responsibilities include but are not limited to: Oversee day-to-day processes in all aspects of client's insurance program cycle.   Analyze client’s loss exposures and determine coverage needs. Interpret and utilize clients' actuarial to benefit the insurance program structure. Lead strategic insurance program efforts in conjunction with the client. Develop and maintain relationships with clients and assist in new business prospecting. Keep current on marketplace changes and inform clients as...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to retain the existing business and grow the assigned group of accounts.  In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day in The Life : Serves as the key relationship contact by account at all leaderships levels for the assigned book of business with a total book value from $750K to $2M. Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives. Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business. Develops, leads and executes account...

Hi, we’re HUB!     We are a leading North American insurance brokerage that provides employee benefits and business and personal insurance products and services. Our network has more than 530+ offices and is proudly ranked 5th among the world’s largest insurance brokers with offices in the USA, Canada, and Puerto Rico. We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists.       We are committed to providing you with competitive and flexible benefits options rooted in your current needs, which are evolving as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction....

The Opportunity At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations. In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all – you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way. The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services. How You Will Make an Impact Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence. Foster enduring...

The Opportunity At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations. In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all – you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way. The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services. How You Will Make an Impact Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence. Foster enduring...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: What you will do: The Senior Client Relationship Executive (SCRE) is responsible for the overall relationship and financial management of our most complex clients including, but not limited to: Large clients or blocks of clients with complex benefit plans and administration requirements Clients...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Job Description About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: The Personal Lines Private Client Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This would involve conducting thorough...

The Opportunity Are you dedicated to providing exceptional customer service and maintaining strong client relationships? M3 is seeking a skilled Personal Lines Client Manager to support our Personal Lines sales team in servicing accounts, writing new business, and retaining existing accounts. As a Personal Lines Client Manager, you will leverage your insurance knowledge and professional communication skills to assist clients, maintain relationships, and ensure a high level of client satisfaction. You will work closely with the Client Executive and other M3 staff to achieve this.   How You Will Make an Impact Lead service on assigned book(s) of business by organizing internal resources as appropriate. Provide client service for assigned book of business, including responding to customer inquiries about policies, coverages, claims, and billing. Work with Client Executive(s) and underwriters on new business and renewals. Assist in cross-selling by...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Relationship Manager (Sr. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs. This role...

Position Title Senior Credit Products Specialist - Private Banking Location Walnut Creek, CA 94596 Job Summary The Senior Credit Products Specialist - Private Banking is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced...