Client Executive - Team Lead

CHERRY CREEK INSURANCE AGENCY INC•Englewood, CO

2d•$70,000 - $130,000•Onsite

About The Position

As a Client Executive in the Private Client Group, you’ll build strong relationships with high-net-worth clients, deliver proactive risk consultation, and ensure exceptional service throughout the client journey. You’ll manage a book of business, lead onboarding, support renewals, and collaborate with Advisors to recommend coverage solutions and carrier strategies. You’ll be a trusted resource for clients, guiding them through claims and policy changes.

Requirements

Active Property & Casualty Insurance license (Colorado).
5+ years’ client-facing insurance experience, preferably with high-net-worth clients.
Strong communication, problem-solving, and organizational skills.
Proficient with Microsoft Office suite.
Commitment to ongoing professional development.

Nice To Haves

Insurance designations (CISR, CIC) a plus.
Experience with Applied Epic or similar systems is beneficial.

Responsibilities

Onboard new clients and deliver a seamless transition experience.
Proactively manage and retain a portfolio of high-net-worth clients.
Consult with clients to assess risk and recommend tailored insurance solutions.
Collaborate with Advisors to quote, present, and bind policies for new and renewal business.
Lead carrier negotiations and oversee policy issuance.
Review policies and endorsements for accuracy and completeness.
Conduct annual insurance and risk reviews; provide actionable recommendations.
Ensure accurate and timely documentation in agency systems (e.g., Epic).
Identify opportunities to expand coverage for existing clients.
Maintain strong relationships with clients, carriers, and internal teams.
Support agency growth and retention goals.
Travel to meet clients and partners as needed.
Participate in team meetings and contribute to a positive, inclusive culture.
Additional duties as assigned.