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Client Service Executive - P&C

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-02-28
Job specializations:
  • Insurance
    Insurance Agent, Insurance Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Hybrid – Birmingham, AL

Flexible Salary – we are focused on finding the right individual

Are you an experienced Client Service Executive feeling siloed in your current role?

Are you ready to take full ownership of a complex book of business and operate as a true risk advisor?

We are working with a leading, top 100, independent insurance brokerage who are currently on the lookout for a grade-A Client Executive to support a long-standing, successful Real Estate & Hospitality division.

This role will suit an individual who has a preference for managing the entirety of the process. You’ll be the key contact for both your client and the market… nothing lost in translation.

You will be walking into a grown‑up environment, where you will be trusted (and encouraged) to make decisions based on your best judgment and experience.

What You'll Do:
  • Take full ownership of your client accounts, managing everything from pre‑renewal strategy discussions to billing and claims issues.
  • Independently handle and lead client renewal presentations, negotiations, and proposals.
  • Serve as the primary contact for clients, fostering and maintaining strong relationships.
  • Mentor and guide junior team members, sharing your expertise.
  • Work in a hybrid environment with a team that values in‑office collaboration.
What You'll Bring:
  • 6+ years of relevant P&C insurance experience.
  • A strong background in Real Estate/Hospitality accounts is highly preferred.
  • An active Property & Casualty Agent's License.
  • The ability to manage a book of business independently without the need for extensive training or a large support team.
  • Excellent negotiation, communication, and analytical skills.

They offer a clear growth path into senior individual contributor or non‑production leadership roles, along with fantastic benefits such as:

  • Unlimited PTO
  • Health Insurance (Medical/Dental/Vision)
  • Safe Harbor 401K (They contribute 3% regardless of whether you do!)
  • Flexible Work Schedule & Community Outreach
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