Commercial Lines - Client Executive (Real Estate)

C3 Risk & Insurance Services•San Diego, CA

1h•$145,000 - $175,000

About The Position

The Client Executive is a technical resource for C3’s Property & Casualty Department, helping establish consistent service and technical expertise while managing an assigned book of business. The role leads service teams and supports exemplary client experiences across new and renewal marketing, placement, and policy delivery. It includes guiding team members on coverage, process adherence, and quality standards; monitoring performance indicators and service levels; and cultivating relationships with producers, clients, carriers, and associates. The position may also serve as a Team Lead, with responsibilities that include performance reviews and compliance with C3’s Performance Improvement Process. The Client Executive manages client accounts and renewal activity, including developing strategies, coordinating negotiations and marketing, reviewing quotes and coverage comparisons, preparing and presenting proposals, and issuing binding instructions. The role also supports claims reviews, new business development, client presentations, carrier relationships, regulatory and industry awareness, continuing education, and accurate confidential documentation. Occasional travel to client sites and industry events, including overnight stays for out-of-state visits, is required.

Requirements

Active, unrestricted Property & Casualty Brokers License.
10 years of industry experience.
At least 5 years of experience in a Client Manager or Client Advisor role.
Leadership skills, expertise, and experience to lead a team of service professionals.
Strong attention to detail, organization, math skills, critical thinking, and written and oral communication skills.
Ability to learn technology quickly.
Team-oriented attitude, willingness to take on other duties as needed, and ability to multitask.
Ability to prioritize tasks, set and achieve goals, solve problems logically, and present results clearly and precisely.
Ability to present complicated information clearly to varied audiences.
Deep understanding of the Property & Casualty marketplace and ability to underwrite and market accounts.
Ability to use a keyboard and other office equipment.
Willingness to attend industry events and travel to client sites, including occasional overnight stays for out-of-state visits.

Nice To Haves

Bachelor’s degree.
Insurance designation.
Experience managing Real Estate accounts.

Responsibilities

Model C3’s culture and values, mission, and vision for service teams.
Guide the team on coverage, process adherence, and quality standards.
Help team members meet internal Key Performance Indicators, monitor results, and report on service-level agreements and KPIs monthly, quarterly, and annually.
Monitor service-level adherence based on client segment.
Meet regularly with producers to provide updates, advice, and information.
Coordinate all account activities and complete or review new and renewal proposals.
Participate in or lead client meetings, prepare and present pre-renewal strategy documents, and develop strong client relationships.
Participate in client claims reviews and consult and follow up on related claims and coverage matters as needed.
Participate in new business development and presentations.
Manage the renewal process, including initiating client contact, coordinating renewal strategy meetings, and arranging early renewal negotiations with incumbent carriers.
Oversee preparation and updating of insurance specifications.
Pursue opportunities to round out clients’ insurance programs with additional or increased lines of coverage.
Coordinate coverage placement through marketing efforts and direct the service team.
Review quotes, manage coverage comparisons and rate negotiations, and prepare and deliver proposals.
Prepare binding instructions for carriers and manage expiration lists.
Maintain effective working relationships with associates and clients.
Apply sound prioritization, goal-setting, problem-solving, and clear oral and written communication.
Underwrite and market accounts using knowledge of the Property & Casualty marketplace to provide competitive insurance solutions.
Keep current on industry trends and changes, including state and governmental regulations.
Participate in continuing education and industry events.
Support carrier relationships and build contacts through industry partnerships and associations.
Protect confidential client financial documents and maintain files and communication documentation according to company policy and Department of Insurance standards.
Follow the expectations of C3’s Quality Management Program.
When serving as Team Lead, prepare and deliver performance reviews and comply with C3’s Performance Improvement Process.
Perform other responsibilities and duties as needed.