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Business Insurance Consultant
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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
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.
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Participate in internal initiatives, special projects, and client stewardship reviews.
- 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).
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Excellent communication, presentation, and relationship management skills.
- Professional designations such as CPCU, CIC, or ARM.
- Experience using the Applied EPIC agency management system.
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Proven track record in risk consulting and client retention.
- 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.
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