Client Executive

Job Description

JOB DETAILS

REQUIREMENTS

• Minimum 8 years of experience in insurance broking (broker-side experience required)
• Proven track record of managing and retaining a corporate client portfolio
• Strong technical knowledge of Property & Casualty, Motor and commercial insurance lines
• Bachelor’s degree in a relevant field
• English (fluent – required)

RESPONSIBILITIES

• Manage and retain a portfolio of corporate clients with a book value of $250K+ USD
• Serve as the trusted advisor to C-suite and senior decision-makers
• Build strong, long-term partnerships through proactive service and regular client engagement
• Maintain a client retention rate of 95%+
• Conduct risk assessments and gap analysis across property, casualty, motor and other commercial lines
• Design and recommend insurance programmes tailored to client needs
• Negotiate terms, premiums and policy wordings with insurers on behalf of clients
• Review and advise on policy endorsements, claims and renewals
• Drive growth within your existing portfolio through cross-selling, upselling and referrals
• Identify and convert new business opportunities
• Achieve individual revenue growth targets
• Contribute to the team’s overall business development strategy

Are you interested in this position?

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