Client Executive III

Reports To: Client Service Team Leader Duties and Responsibilities: Executive Client Leadership Serve as the lead executive advisor to the firm’s most high-profile, multi-faceted clients, large privately held firms, and highly regulated entities. Develop long-term strategic risk management plans that support clients’ operational, financial, and compliance goals. Lead high-level client interactions including board presentations, contract negotiations, M&A due diligence, and enterprise risk assessments. Oversee multi-line programs (Property & Casualty, Life & Health, and specialty coverages) to ensure comprehensive coverage alignment. Act as the final escalation point for major service or claims issues. Growth & Profitability Oversight Drive the strategic growth of assigned accounts by identifying and capitalizing on crosssell and upsell opportunities across all lines of coverage. Achieve defined revenue targets through client development initiatives, long-range planning, and program innovation. Continuously assess profitability and risk exposure across the book of business, recommending adjustments as needed. Collaborate with producers, carrier partners, and internal teams to structure complex programs that maximize client value. Market Expertise & Industry Influence Maintain a deep understanding of specialty markets, carriers, industry verticals, and evolving regulatory requirements. Act as a strategic liaison with executive-level carrier contacts to negot