Client Executive

Overview

Relationship Builder. Problem Solver. Insurance Superhero. We're looking for a Client Executive who loves helping clients, and can anticipate needs before anyone even says them out loud. If you enjoy being the go-to expert, keeping things running smoothly, and partnering with Sales Executives to make sales happen—this role may be for you.

Drive The Client Experience

• Review policies and contracts with a sharp eye.
• Dig into loss data, spot trends, and help clients stay ahead.
• Oversee claims, project experience mods, and conduct quarterly claims reviews.

Be the Sales Executive's Secret Weapon

• Prep proposals, renewals, and client materials that look sharp and tell the right story.
• Identify opportunities to round out accounts and add value.
• Join meetings with prospects and clients—helping plan, strategize, and follow through.
• Keep workflows on track and make sure nothing slips through the cracks.

Collaborate Like a Pro

• Build strong, trust-filled relationships with clients, carriers, and internal teams.
• Gather insights, negotiate terms, and make sure clients get the best options.
• Visit clients when needed to strengthen relationships and deliver value.
• Partner with internal teams to stay aligned and ensure amazing service.

What Sets You Apart

• 5–7+ years of commercial insurance agency experience supporting complex accounts.
• A solid understanding of underwriting, claims, and loss control.
• A Property & Casualty license (or willingness to get one within 90 days).
• Bonus points for designations like ARM, CIC, CPCU.
• Strong tech skills—especially Microsoft Office, AMS systems, and Image Right.
• A natural ability to solve problems, stay organized, and juggle competing priorities.
• Excellent communication skills and the confidence to work with clients, carriers, and teammates.
• A self-starter mindset—responsible, proactive, and always one step ahead.

• Join One of the Largest Independently Owned Agencies in the Midwest:
  Proudly serving the region since 1975, with deep local roots and nationwide reach.
• Family-Led Leadership & Collaborative Team:
  Work within an award-winning environment that values innovation, accountability, and performance.
• Elite Access to Top Carriers:
  Access to a range of top national and regional carriers, empowering you to offer the best solutions to clients.
• Comprehensive Benefits:
  Medical, dental, vision, 401(k) with match, wellness programs, and more.
• Career Development:
  Ongoing mentorship and growth opportunities in a culture focused on continuous improvement.
• Recognized Excellence:
  We are a Top 100 Independent Agency in the U.S. and a Healthiest Employer of the Year.
• Strong Core Values:
  Respect, trust, customer focus, and continuous growth guide everything we do.
• Investing in Your Success:
  Reinvestment in the people, tools, and resources you need to succeed and advance in your career.

R&R Insurance is proudly family-led
, Midwest-rooted
, and driven by a mission to deliver peace of mind through service, integrity, and expertise. Our award-winning team continues to grow because of our commitment to clients—and to each other.

Join the Knowledge Broker Team and take the next step in your career with R&R.

You’re the person everyone counts on. You bring calm to chaos. You’re organized, curious, and genuinely love helping clients succeed. If that’s you—we’d love to meet you.