Client Executive, Commercial Insurance, Mid-Market

Job ID
# of Openings
Office Location
41 Wellman Street
Location : Location


The Client Executive takes the lead with new business opportunities, helping prospective clients identify risk profiles and obtain the best insurance coverage possible. This key role also strategizes with existing clients and drives business retention. The Client Executive partners with the service and marketing teams to ensure high customer satisfaction. This is a target-focused role with a compensation plan - one of the best around - that rewards results over both the short and long-terms.


  • Develop, meet and exceed sales projections
  • Actively generate new leads through community activities, association meetings and cold calls. Obtain expiration dates and other information to turn leads into prospects and clients
  • Schedule and meet regularly with prospects and clients at their place of business to deliver service and to make sales presentations
  • Submit data on potential accounts and renewals to the service team for processing, present proposals to prospects and clients, close sale and deliver policies
  • Partner with the claims and service teams to manage complex insurance issues
  • Promote the agency - and insurance industry - in the community
  • Keep informed of industry developments, trends, new products, etc.


  • Hold the appropriate License(s) to successfully perform the essential job functions
  • First-hand knowledge of middle-market commercial insurance
  • 3-5 years work experience as a commercial insurance producer, or equivalent
  • Outstanding oral, written and interpersonal communication skills
  • Willing to update prospective and current client information to the agency management system, as a way of forecasting business as well as for communicating with internal teams on client matters
  • Fairly self-sufficient using office equipment such as a laptop, webcam, copier, conference phones and video conferencing programs
  • Intermediate user of Microsoft Word, PowerPoint and Excel
  • Advanced insurance designations desirable
  • Able to travel independently to meetings, conferences and/or client facilities
  • Able to work in and contribute to culture of teamwork and cooperation
  • Well-groomed and neat appearance
  • Adept at managing change and stressful situations professionally
  • Persuasive personality
  • High degree of self-discipline and motivation
  • Self-motivated to manage, organize and prioritize one's own work
  • Successfully handle multiple assignments and shifting priorities
  • Disciplined with time management
  • Consistent attention to detail and accuracy in all aspects of work

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   


We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.


Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.


AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! 



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