Associate Client Executive, Commercial Risk - IAS Northeast

The Associate Client Executive Commercial Risk is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options.

• Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
• Develops trusted partnerships with key insurance company partners and broker representatives.
• Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
• Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Assesses final audits to ensure accuracy between client and insurance company partner audit teams' identification of risk.
• Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm’s advisors, partners, and leaders through personal integrity and industry expertise.
• Shares deep insurance expertise with firm’s advisors, account managers and other colleagues to advise, develop and train.

• Certification(s):
  None required; CPCU, CIC, CRM, or ARM preferred
• License(s):
  Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required;
  Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

• Excellent verbal and written communication skills that inspire loyalty and commitment from others.
• Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
• Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
• Experience in reviewing, placing, and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred.
• Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
• Makes sound judgements and decisions based on objective analysis and multiple perspectives.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

None

Fast paced multi-tasking environment

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may…