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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 strong focus on Property & Casualty and Life & Health lines. Proven ability to lead high-level client interactions and drive account growth through innovative solutions and strong carrier relationships.
Highest-signal resume keywords
15+ Years Experience In Commercial InsuranceExpertise In Property & Casualty And Life & HealthNegotiation Of Unique Coverage StructuresActive P&C And L&H LicensesProficient In AMS360
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Strategic Risk ManagementClient AdvisoryContract NegotiationM&A Due DiligenceEnterprise Risk AssessmentCross-Sell And Upsell StrategiesProfitability AssessmentProgram InnovationSpecialized Coverage NegotiationComplex Program Structuring
Soft Skills
LeadershipStrategic ThinkingExecutive CommunicationMentoringCollaboration
Tools & Technologies
AMS360Agency Management Platforms
Certifications & Qualifications
CPCUCICCRMCEBSARM
Industry Keywords
Commercial InsuranceMulti-Line ProgramsSpecialty MarketsRegulatory RequirementsClient DevelopmentRisk ExposureHigh-Value Client EngagementsIndustry EventsBoard PresentationsClient Forums
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 across Property & Casualty, Life & Health, and specialty coverages
- Act as the final escalation point for major service or claims issues
- Drive strategic account growth through cross-sell and upsell opportunities
- Achieve defined revenue targets through client development, 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
- Maintain expertise in specialty markets, carriers, industry verticals, and regulatory requirements
- Negotiate specialized coverage terms and create bespoke insurance solutions with executive-level carrier contacts
- Represent the firm at industry events, conferences, and client forums
- Participate in product development or advisory committees
- Mentor Client Executives I and II and senior Client Managers
- Provide strategic input on practice growth, operational enhancements, and talent development
- Lead cross-functional teams supporting high-value client engagements and special projects
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 Property & Casualty and Life & Health lines, including niche/specialty markets
- Extensive network of senior carrier relationships
- 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, and Vision insurance
- Life Insurance and AD&D
- FSA / HSA
- Accident insurance
- Critical Illness insurance
- Hospital Indemnity insurance
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K