Job Title: Client Executive

Department: Private Client Group

Reports To: Director of Risk Management and Private Client Group

FLSA Status: Exempt

POSITION SUMMARY: A s a Client Executive in the Private Client Group, you build strong relationships with high-net-worth clients, deliver proactive risk consultation, and ensure exceptional service throughout the client journey. You manage a book of business, lead onboarding, support renewals, and collaborate with Advisors to recommend coverage solutions and carrier strategies. You are a trusted resource for clients, guiding them through claims and policy changes.

Key Responsibilities:

• Onboard new clients and deliver a seamless transition experience.
• Proactively manage and retain a portfolio of high-net-worth clients.
• Consult with clients to assess risk and recommend tailored insurance solutions.
• Collaborate with Advisors to quote, present, and bind policies for new and renewal business.
• Lead carrier negotiations and oversee policy issuance.
• Review policies and endorsements for accuracy and completeness.
• Conduct annual insurance and risk reviews; provide actionable recommendations.
• Ensure accurate and timely documentation in agency systems (e.g., Epic).
• Identify opportunities to expand coverage for existing clients.
• Maintain strong relationships with clients, carriers, and internal teams.
• Support agency growth and retention goals.
• Travel to meet clients and partners as needed.
• Participate in team meetings and contribute to a positive, inclusive culture.

Qualifications:

• Active Property & Casualty Insurance license (Colorado).
• Insurance designations (CISR, CIC) a plus.
• 5+ years' client-facing insurance experience, preferably with high-net-worth clients.
• Experience with Applied Epic or similar systems is beneficial.
• Strong communication, problem-solving, and organizational skills.
• Proficient with Microsoft Office suite.
• Commitment to ongoing professional development.

Work Environment & Physical Demands:

• Professional office setting with standard office equipment.
• Hybrid schedule: 3 days per week in the office.
• Role involves regular communication (verbal and written), frequent computer use, and occasional travel as needed.

Compensation Information:

• Pay Range: $70,000 - $145,000 (dependent on experience and/or qualifications)
• Total Compensation = Pay + Performance Bonus + Benefits

Supervisory Responsibility: This position does not have any supervisory responsibilities.