Senior Account Executive – Property & Casualty Insurance

Senior Account Executive – Property & Casualty Insurance

Location: USA – Cleveland, Ohio (Hybrid; Onsite Client Engagements Required)

Work Type:
Full-Time, Permanent

Experience

Required:

5 – 35 Years

Compensation: USD 100,000 – 175,000 (plus SP payout: USD 5,250)

Eligibility:
Must be a U.S. Citizen

Travel Requirement:
Minimal to moderate; occasional overnight travel may be required

Seeking an experienced Property and Casualty Client Executive to lead and manage a portfolio of commercial insurance clients. The role involves providing strategic and operational leadership, delivering client advisory services, and overseeing all aspects of account lifecycle management—from pre-renewal through stewardship. The position also includes collaboration with producers on new business opportunities and delivering professional client presentations.

• Lead and manage an established book of Property & Casualty (P&C) clients.
• Educate clients on policy coverage, exclusions, and updates.
• Collaborate with producers and client managers to complete renewals 90–120 days before expiration.
• Manage the full marketing and renewal process including strategy, submissions, negotiations, and presentation development.
• Deliver oral and written presentations to clients and prospects.
• Identify additional coverage opportunities and deliver tailored risk management solutions.
• Maintain accurate documentation of all client communications in the agency management system.
• Supervise client managers supporting shared accounts.
• Ensure compliance with agency procedures, E&O guidelines, and operational standards.
• Participate in internal initiatives, special projects, and client stewardship reviews.

• Bachelor’s degree (any discipline).
• Active State of Ohio Property & Casualty License.
• Minimum 5 years of Property and Casualty insurance experience.
• Strong knowledge of commercial lines coverage.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent communication, presentation, and relationship management skills.

• Professional designations such as CPCU, CIC, or ARM.
• Experience using the Applied EPIC agency management system.
• Proven track record in risk consulting and client retention.

• Competitive compensation with performance incentives.
• Established client base with opportunities for growth.
• Professional development support (continuing education and certifications).
• Collaborative and client-focused work environment.
• Health, dental, vision, and retirement benefits package.

• Mid-Senior level

• Full-time

• Sales and Business Development