Brown & Riding · 5 days ago
Client Executive - Wholesale Insurance Brokerage - Casualty
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expBrown & Riding is a wholesale insurance brokerage specializing in casualty insurance. The Client Executive is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships.
Insurance
Hiring Manager
Narine Gulesserian, SHRM-CP
Responsibilities
Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact
Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members
Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction
Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients
Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team
Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations
Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients
Gather and develop complete loss summaries and analysis, as needed
Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form
Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter
Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee
Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards
Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records
Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations
Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company’s reputation
Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc
Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development
Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively
Perform other work-related duties as assigned by broker and/or management
Prepare and present seminars or sales presentations and/or continuing education classes as required
Qualification
Required
Typically, 5 to 15 years of relevant insurance experience
Property & Casualty and Surplus Lines Licenses (as required by state)
Exceptional organizational, follow-up, communication, and interpersonal skills
Exceptional analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently
Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others
Ability to manage multiple priorities and deadlines effectively
Exceptional negotiation skills with the ability to influence and persuade stakeholders at all levels
Able to effectively interact with and adapt to diverse personality and communication styles
Flexibility in work schedule and ability to adapt to changing demands of the position
Independently manages time to get the job done with minimal supervision
Intermediate skill level in PC software (Word, Excel and other software, as required)
Company
Brown & Riding
Brown & Riding is the largest wholesale insurance brokerages in the United States.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Harold Nam
Chief Financial Officer
Mike Boseman, MBA, CIC, CRM, AU
Chief Operating Officer
Recent News
24-7 Press Release Newswire
2025-02-24
Los Angeles Downtown News
2023-12-26
REBusinessOnline
2023-12-26
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