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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in strategic risk management and client advisory within the commercial insurance sector, with a focus on Property & Casualty and Life & Health lines. Proven ability to lead high-level client interactions and drive growth through innovative program development and strong carrier relationships.
Highest-signal resume keywords
Strategic Risk ManagementClient AdvisoryProperty & Casualty ExpertiseLife & Health ExpertiseExecutive Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial InsuranceM&A Due DiligenceEnterprise Risk AssessmentContract NegotiationCross-Sell and Upsell StrategiesProfitability AssessmentProgram InnovationClient Development InitiativesSpecialty Markets ExpertiseNegotiation of Coverage Terms
Soft Skills
LeadershipStrategic ThinkingMentoringCollaborationThought Leadership
Tools & Technologies
AMS360Agency Management Platforms
Certifications & Qualifications
P&C LicenseL&H LicenseCPCUCICCRMCEBSARM
Industry Keywords
Risk Management PlansMulti-Line ProgramsHigh-Profile ClientsRegulatory RequirementsClient EngagementsInsurance SolutionsCarrier RelationshipsOperational EnhancementsTalent DevelopmentIndustry Events
About the role
Key responsibilities & impact- Serve as the lead executive advisor to the firm’s most high-profile, multi-faceted clients, large privately held firms, and highly regulated entities
- Develop long-term strategic risk management plans supporting clients’ operational, financial, and compliance goals
- Lead high-level client interactions including board presentations, contract negotiations, M&A due diligence, and enterprise risk assessments
- Oversee multi-line programs covering Property & Casualty, Life & Health, and specialty coverages
- Act as the final escalation point for major service or claims issues
- Drive strategic growth of assigned accounts through cross-sell and upsell opportunities across all coverage lines
- Achieve defined revenue targets through client development initiatives, long-range planning, and program innovation
- Assess profitability and risk exposure across the book of business and recommend adjustments
- Collaborate with producers, carrier partners, and internal teams to structure complex programs maximizing client value
- Maintain expertise in specialty markets, carriers, industry verticals, and evolving regulatory requirements
- Liaise with executive-level carrier contacts to negotiate specialized coverage terms and create bespoke insurance solutions
- Represent the firm as a thought leader at industry events, conferences, and client forums
- Participate in product development or advisory committees internally and with strategic partners
- Mentor Client Executives I and II and senior Client Managers
- Provide strategic input on practice growth, operational enhancements, and talent development
- Lead internal cross-functional teams supporting high-value client engagements and special projects
- Report to the Client Service Team Leader
Requirements
What you’ll need- 15+ years of progressive experience in commercial insurance, client advisory, and strategic risk management
- Demonstrated success managing large, multi-line, and complex client accounts at an executive level
- Deep expertise in both Property & Casualty and Life & Health lines, including niche/specialty markets
- Extensive network of senior carrier relationships and ability to negotiate unique coverage structures
- Exceptional leadership, strategic thinking, and executive communication skills
- Proficient in AMS360 or other agency management platforms
- Active P&C and L&H licenses required
- Advanced certifications such as CPCU, CIC, CRM, CEBS, or ARM strongly preferred
Benefits
Comp & perks- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident insurance
- Critical Illness insurance
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K