Strategic Insurance Client Executive for Growth & Relationships

Brown & Riding; Los Angeles (CA); On-site; USD 100,000 - 180,000; Full time

Job summary

Brown & Riding seeks a Client Executive to develop tailored insurance solutions and grow existing client relationships. You will act as the primary client contact, ensuring satisfaction and loyalty while coordinating with carriers and senior team members as needed.

You will manage submissions, quotes, and coverage negotiations, staying informed on market trends and regulatory changes to provide strategic advice. Strong communication and organizational skills are essential.

Qualifications

• 5–15 years of relevant insurance experience.
• Licenses as required by state (Property & Casualty, Surplus Lines).
• Strong organizational, follow-up, communication, and interpersonal skills.
• Excellent analytical ability to define problems, gather data, and draw conclusions.
• Proactive problem-solving with good listening and collaboration.
• Ability to manage multiple priorities and deadlines.
• Exceptional negotiation skills to influence stakeholders at all levels.
• Ability to interact with diverse personalities and adapt communication styles.
• Flexible work schedule and ability to adapt to changing demands.

Responsibilities

• Develop and manage relationships with carriers and clients, including in-person contact.
• Identify opportunities to expand services within existing accounts and retail relationships.
• Provide strategic advice based on market trends and regulatory changes.
• Prepare submissions, obtain quotes, and negotiate coverage with underwriters, with minimal senior support.
• Ensure quality, timely, and accurate quotes, binders, and marketing documents.
• Meet internal quality standards and regulatory requirements, maintaining records.

Skills

Relationship management

Negotiation

Communication skills

Analytical thinking

Time management

Problem solving

Interpersonal skills

Multitasking

Adaptability

Education

Property & Casualty License

Surplus Lines License

Tools

MS Office

Job description

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, market 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 correct/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.

Education, Experience and Skills Required:

• 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).
• Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
• Vision requirements are in the normal range, correctible with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
• Working environment is generally within the confines of an office where normal climate conditions support effective job performance.Some daily travel may include limited time spent outside in the elements as part of the normal commute.
• Some travel outside of the normal daily commute may be required, such as traveling to another city, state, etc.
• Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.

Important Note: This job description is intended to convey information essential to understanding the scope of the Client Executive role at Brown & Riding. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Management reserves the right to modify, add, or remove duties as necessary to meet business needs.