Client Executive, Commercial

Client Executive, Commercial – Job Description Position Summary The Client Executive, Commercial is responsible for managing a significant book of business, ensuring client satisfaction, retention, and growth. This role leads the annual client planning process, aligns insurance programs with financial and organizational goals, and provides consultative guidance through data-driven insights and recommendations. The Client Executive operates as both a strategic advisor and hands-on leader, overseeing multiple client service teams, driving operational efficiency, and supporting business development and market-building activities. Key Responsibilities Functional Leadership & Ownership Ownership of a significant client portfolio with responsibility for retention, growth, and satisfaction. Lead annual planning and strategic direction for client insurance programs. Serve as subject matter expert and primary client advisor. Hands-On Execution & Delivery Interpret carrier data, claims reports, and financial information to identify trends and risks. Develop and deliver client reports, presentations, and recommendations. Support renewal marketing strategy and execution. Reporting, Quality & Operational Support Ensure accuracy and quality of all client deliverables and program calculations. Maintain EPIC system records and documentation. Monitor renewal timelines and client lifecycle milestones. Cross-Functional Partnership & Integration Collaborate with Sales Executives