Commercial Lines Client Executive (Tampa)
Harrison Gray Search has partnered with a leading firm seeking a highly skilled Commercial Lines Client Executive . The Commercial Lines Client Executive serves as a strategic partner to clients, fostering strong relationships and ensuring their risk management and insurance needs are fully supported. This role supports Producers in new business production through opportunity triage, strategy meetings, program design, and tailored proposals, while also leading renewal strategies and stewardship reviews to deliver long-term value. Acting as a trusted advisor, the Client Executive provides high-level issue resolution for key accounts and partners with internal teams to ensure seamless service delivery.
Key Responsibilities
Client Leadership & Relationship Management
- Serve as a Client Account Executive on the Commercial Lines team, primarily supporting production and service teams in managing larger and/or more complex accounts.
- Maintain strong client relationships and coordinate effectively with internal teams.
- Serve as the primary point of contact for clients and foster relationships with executives and key management stakeholders.
- Develop a deep understanding of clients’ operations, strategy, priorities, and challenges in order to design strategic plans tailored to client needs and aligned with the firm’s value proposition.
New Business & Growth
- Partner with Producers in new business production, including opportunity triage, strategy meetings, program design, RFP preparation, service plan development, prospect presentations, and gathering underwriting information for marketing accounts.
- Actively prospect for growth opportunities with prospective clients and within existing client relationships through cross-selling initiatives.
Renewals & Stewardship
- Facilitate renewal strategy meetings (internal and external) to align coverage and service plans with client needs.
- Lead stewardship reviews and prepare materials that demonstrate value, performance, and service outcomes to clients.
Service Oversight & Issue Resolution
- Lead and collaborate with cross-functional teams to communicate client strategies and orchestrate client solutions.
- Provide high-level issue resolution for key accounts and support service teams in resolving complex client matters.
- Manage remediation of audit findings and loss control compliance deficiencies by implementing timely corrective actions and preventive measures.
Leadership & Development
- Mentor new Producers and support their professional development.
Desired Education, Skills, and Experience
- Active Florida 2-20 license (required)
- College degree preferred
- 7+ years of experience working with mid to large commercial P&C insurance clients
- Strong technical insurance knowledge and background
- Strong managerial skills and communication abilities
- Ability to clearly articulate ideas
- Proven ability to maintain confidential information
- Ability to work effectively with all levels of an organization and build strong relationships
- Demonstrated accountability for decisions and actions
- Proficiency in Microsoft Word and Excel
- Knowledge of AMS360 Management System and ImageRight
- Effective analytical and problem-solving skills
- Strong mathematical skills
- Excellent organizational and time management skills
- Ability to multitask effectively
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