Client Executive - Wholesale Insurance Brokerage - Casualty

Brown & Riding; Dallas (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

A leading wholesale insurance brokerage in Dallas is seeking a Client Executive responsible for developing tailored insurance solutions and managing client relationships. The role requires 5 to 15 years of insurance experience and relevant licenses. Candidates must possess exceptional organizational, communication, and analytical skills, alongside a proactive problem-solving approach. This position offers opportunities for professional growth and requires a flexible schedule to adapt to diverse client needs.

Qualifications

• 5 to 15 years of relevant insurance experience.
• Property & Casualty and Surplus Lines licenses as required by the state.
• Exceptional organizational, follow-up, communication, and interpersonal skills.
• Exceptional analytical skills to define problems and interpret data.
• Proactive problem-solving approach with good listening skills.
• Ability to manage multiple priorities and deadlines effectively.

Responsibilities

• Independently initiate and enhance client relationships with carriers.
• Identify opportunities to expand services within existing accounts.
• Prepare superior-quality, error-free submissions for underwriters.
• Ensure compliance with regulatory requirements and company policies.
• Facilitate communication of coverage terms between clients and underwriters.

Skills

Organizational skills

Communication skills

Analytical skills

Negotiation skills

Interpersonal skills

Problem-solving

Time management

Education

5 to 15 years of relevant insurance experience

Property & Casualty and Surplus Lines licenses

Tools

Microsoft Word

Microsoft Excel

Job description

Client Executive - Wholesale Insurance Brokerage - Casualty

Description

Position summary

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty.

Essential functions

• Independently initiate, maintain, and enhance relationships with carriers, including regular in‑person contact.
• Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in‑person contact, often accompanied by your broker or senior team members.
• Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction.
• Stay informed about market appetites, capabilities, trends, regulatory changes and emerging risks to provide strategic advice to clients.
• Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team.
• Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations.
• Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients.
• Gather and develop complete loss summaries and analysis, as needed.
• Prepare superior‑quality, error‑free submissions, and effectively present this information to underwriters both verbally and in written form.
• Identify and correct inconsistencies or errors in relevant documents and promptly clarify the same with the client and/or underwriter.
• Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee.
• Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards.
• Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records.
• Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations.

Other responsibilities

• Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company's reputation.
• Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc.
• Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development.
• Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
• Perform other work‑related duties as assigned by broker and/or management.
• Prepare and present seminars or sales presentations and/or continuing education classes as required.

Position requirements

• Typically, 5 to 15 years of relevant insurance experience.
• Property & Casualty and Surplus Lines licenses (as required by state).
• Exceptional organizational, follow‑up, communication, and interpersonal skills.
• Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well‑founded conclusions efficiently.
• Proactive approach to problem‑solving, exhibiting good listening skills and a willingness to support others.
• Ability to manage multiple priorities and deadlines effectively.
• Exceptional negotiation skills with the ability to influence and persuade stakeholders at all levels.
• Able to effectively interact with and adapt to diverse personality and communication styles.
• Flexibility in work schedule and ability to adapt to changing demands of the position.
• Independently manages time to get the job done with minimal supervision.
• Intermediate skill level in PC software (Word, Excel and other software, as required).

Location

Dallas Office

About the organization

Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values.

Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people.

Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience.

Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM.

Exempt/Non‑Exempt: Exempt

This position is currently accepting applications.