North Carolina Licensed Client Executive
Job Summary
Managing a portfolio of complex commercial accounts, the full-time North Carolina Licensed Client Executive will serve as a trusted advisor, develop tailored service plans, and oversee the renewal process while working in a hybrid environment.
Key responsibilities
- Lead client meetings and develop risk management strategies tailored to each client's needs
- Analyze assigned book of business to ensure revenue growth and identify cross-sell opportunities
- Provide technical support and guidance to team members while maintaining knowledge of industry regulations and best practices
Required qualifications
- 7+ years of experience in insurance account management, focusing on complex commercial accounts
- Deep understanding of Property & Casualty and Life & Health insurance products and markets
- Proficient in AMS360 or comparable agency management systems
- Active insurance licenses in applicable lines (P&C and/or L&H) required
- Advanced industry certifications such as CIC, CRM, CPCU strongly preferred
Complete Job Description
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