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Strategic Client Solutions Executive

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Responsibilities
  • Oversees the development and presentation of innovative solutions for client needs and complex risk situations.
  • Advises clients and negotiates transactions to drive revenue growth and grow client Broking client base.
  • Identifies and pursues potential opportunities to win new clients and projects to drive overall unit or department revenue growth.
  • Coordinates more complex responses to client queries and concerns to ensure issues are resolved completely and promptly.
  • Independently handles complex assignments and may also assist a more senior-level Broker, including senior leadership in Broking and/or Practice Management, in serving clients.
  • Grows and maintains strong relationships with insurers/reinsurers, clients, and colleagues to drive high client satisfaction at senior levels at the client.
  • Demonstrates a thorough understanding of coverage lines, markets and other more specialized products to provide highly innovative solutions to clients.
  • May inspect and clarify contract documents and bond forms, as well as inspect banking terms and conditions.
  • May inspect and advise the Client on the terms and conditions of General Agreement of Indemnity required to be executed by Clients to support all surety transactions.
  • May inspect financial statements for all industries with specific knowledge of each industry's unique financial metrics.

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