P&C Client Advisor – Insurance & Risk Services

Mogi I/O : OTT/Podcast/Short Video Apps for you; Cleveland (OH); Hybrid; USD 100,000 - 175,000; Full time

Benefits offered by this job

Competitive compensation with performance incentives

Professional development support

Health, dental, vision, and retirement benefits package

Job summary

A leading insurance firm in Cleveland is seeking a Property and Casualty Client Executive to lead a portfolio of commercial insurance clients. Responsibilities include providing strategic leadership, managing renewals, and delivering client presentations. Ideal candidates will have a Bachelor's degree, an active Ohio Property & Casualty License, and at least 5 years of experience in the insurance field. Competitive salary and benefits offered.

Qualifications

• Minimum 5 years of Property and Casualty insurance experience.
• Professional designations such as CPCU, CIC, or ARM preferred.
• Strong knowledge of commercial lines coverage.

Responsibilities

• Lead and manage a portfolio of Property & Casualty clients.
• Educate clients on policy coverage and exclusions.
• Manage the marketing and renewal process.

Skills

Communication skills

Presentation skills

Relationship management

Proficiency in Microsoft Office

Knowledge of commercial lines coverage

Education

Bachelor's degree (any discipline)

Active State of Ohio Property & Casualty License

Tools

Applied EPIC agency management system

Job description

Location & Employment Details

Location: USA – Cleveland, Ohio (Hybrid; Onsite Client Engagements Required)

Work Type: Full-Time, Permanent

Experience Required: 5 – 35 Years

Compensation: USD 100,000 – 175,000 (plus SP payout: USD 5,250)

Eligibility: Must be a U.S. Citizen

Travel Requirement: Minimal to moderate; occasional overnight travel may be required

Job Overview

Seeking an experienced Property and Casualty Client Executive to lead and manage a portfolio of commercial insurance clients. The role involves providing strategic and operational leadership, delivering client advisory services, and overseeing all aspects of account lifecycle management—from pre-renewal through stewardship. The position also includes collaboration with producers on new business opportunities and delivering professional client presentations.

Key Responsibilities

• Lead and manage an established book of Property & Casualty (P&C) clients.
• Educate clients on policy coverage, exclusions, and updates.
• Collaborate with producers and client managers to complete renewals 90–120 days before expiration
• Manage the full marketing and renewal process including strategy, submissions, negotiations, and presentation development.
• Deliver oral and written presentations to clients and prospects.
• Identify additional coverage opportunities and deliver tailored risk management solutions.
• Maintain accurate documentation of all client communications in the agency management system.
• Supervise client managers supporting shared accounts.
• Ensure compliance with agency procedures, E&O guidelines, and operational standards.
• Participate in internal initiatives, special projects, and client stewardship reviews.

Must-Have Qualifications

• Bachelor’s degree (any discipline).
• Active State of Ohio Property & Casualty License.
• Minimum 5 years of Property and Casualty insurance experience.
• Strong knowledge of commercial lines coverage.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent communication, presentation, and relationship management skills.

Preferred Qualifications

• Professional designations such as CPCU, CIC, or ARM.
• Experience using the Applied EPIC agency management system.
• Proven track record in risk consulting and client retention.

Perks & Benefits

• Competitive compensation with performance incentives.
• Established client base with opportunities for growth.
• Professional development support (continuing education and certifications).
• Collaborative and client-focused work environment.
• Health, dental, vision, and retirement benefits package.