Job Description

Client Executive – Relationship Builder. Problem Solver. Insurance Superhero.

We're looking for a Client Executive who loves helping clients, and can anticipate needs before anyone even says them out loud. If you enjoy being the go-to expert, keeping things running smoothly, and partnering with Sales Executives to make sales happen—this role may be for you.


Drive the Client Experience


  • Review policies and contracts with a sharp eye.




  • Dig into loss data, spot trends, and help clients stay ahead.




  • Oversee claims, project experience mods, and conduct quarterly claims reviews.


  • Be the Sales Executive's Secret Weapon 


  • Prep proposals, renewals, and client materials that look sharp and tell the right story.




  • Identify opportunities to round out accounts and add value.




  • Join meetings with prospects and ...

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