Senior Client Executive

5 days ago

Greenbelt, Maryland, United States Bozzuto Full time
About the Role

We are seeking a highly skilled and experienced Senior Client Executive to join our team at Bozzuto. As a key member of our commercial lines team, you will be responsible for providing strategic relationship management and consultative services to large and complex clients in the real estate and construction industries.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with sophisticated client decision-makers, understanding their business needs and advising on key risk and insurance issues.
  • Insurance Program Design: Consult with clients to identify risk exposures, client risk appetite, and risk management priorities, and design appropriate insurance programs to meet their needs.
  • Team Leadership: Lead and oversee a client service team consisting of client service representatives, wholesale brokers, risk control consultants, and claims consultants, providing strategic advice to clients and team members.
  • Client Renewal Process: Manage the client renewal process to ensure successful client outcomes.
  • Coverage and Program Structure: Collaborate with Wye River team members on coverage, program structure, and loss analysis.
  • Issue Resolution: Assist in resolving client, carrier, and/or vendor issues.
  • Contract Review: Review contracts and provide coverage recommendations.
  • Office Cross-Selling: Support office cross-selling efforts and other company growth initiatives.
  • Sales Goals: Meet sales goals, including generating new third-party client revenue of $500,000 to $750,000 over an 18-24 month period, and managing and servicing a book of business of $1M in revenue over an 18-24 month period.
  • Proposal and RFP Support: Support the team with proposals and RFP presentations to clients and prospects.
Requirements
  • Experience: Minimum of 5 to 7 years of insurance experience in a commercial Property & Casualty brokerage environment, with success in client service, account management, and placement.
  • Education: BA/BS Degree in insurance, finance, or related field.
  • Licenses: Property & Casualty and other state licenses required.
  • Designations: Advanced designations such as CIC, CPCU, ARM desired.
  • Industry Expertise: Industry expertise preferred (i.e., real estate, hospitality, construction).
  • Skills: Ability to focus on delivering exceptional client service while working in a fast-paced, high-volume environment with minimal supervision; ability to work in a consultative team environment, effectively lead a team, and support and develop junior colleagues on the team.
  • Knowledge: Thorough understanding of large deductible and/or complex casualty programs, ability to effectively communicate and explain loss-sensitive and complex casualty programs to clients, and thorough understanding of property, casualty, and management liability insurance coverage.
  • Soft Skills: Excellent verbal and written communication, presentation, customer service, and team-building skills; competency in Microsoft Office (Word, Excel, PowerPoint, and Outlook) and EPIC.
About Bozzuto

At Bozzuto, we are committed to taking care of our team members so they can deliver exceptional experiences to our residents. We offer a comprehensive benefits package, including competitive compensation, health and wellness benefits, paid leave, retirement planning, tuition reimbursement, and a place you belong. We proudly offer a diverse range of employee resource groups, providing opportunities for our employees to connect over shared experiences, backgrounds, and cultures. Bozzuto is proudly an Equal Opportunity Employer EOE/M/F/D/V.

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