Demo

Commercial Risk Advisor

Mogi I/O : OTT/Podcast/Short Video Apps for you
Toledo, OH Full Time
POSTED ON 3/26/2026
AVAILABLE BEFORE 5/23/2026
Location: USA – Cleveland, Ohio (Hybrid; Onsite Client Engagements Required)

Work Type: Full-Time, Permanent

Experience Required: 5 – 35 Years

Compensation: USD 100,000 – 175,000 (plus SP payout: USD 5,250)

Eligibility: Must be a U.S. Citizen

Travel Requirement: Minimal to moderate; occasional overnight travel may be required

Job Overview

Seeking an experienced Property and Casualty Client Executive to lead and manage a portfolio of commercial insurance clients. The role involves providing strategic and operational leadership, delivering client advisory services, and overseeing all aspects of account lifecycle management—from pre-renewal through stewardship. The position also includes collaboration with producers on new business opportunities and delivering professional client presentations.

Key Responsibilities

  • Lead and manage an established book of Property & Casualty (P&C) clients.
  • Educate clients on policy coverage, exclusions, and updates.
  • Collaborate with producers and client managers to complete renewals 90–120 days before expiration
  • Manage the full marketing and renewal process including strategy, submissions, negotiations, and presentation development.
  • Deliver oral and written presentations to clients and prospects.
  • Identify additional coverage opportunities and deliver tailored risk management solutions.
  • Maintain accurate documentation of all client communications in the agency management system.
  • Supervise client managers supporting shared accounts.
  • Ensure compliance with agency procedures, E&O guidelines, and operational standards.
  • Participate in internal initiatives, special projects, and client stewardship reviews.

Must-Have Qualifications

  • Bachelor’s degree (any discipline).
  • Active State of Ohio Property & Casualty License.
  • Minimum 5 years of Property and Casualty insurance experience.
  • Strong knowledge of commercial lines coverage.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
  • Excellent communication, presentation, and relationship management skills.

Preferred Qualifications

  • Professional designations such as CPCU, CIC, or ARM.
  • Experience using the Applied EPIC agency management system.
  • Proven track record in risk consulting and client retention.

Perks & Benefits

  • Competitive compensation with performance incentives.
  • Established client base with opportunities for growth.
  • Professional development support (continuing education and certifications).
  • Collaborative and client-focused work environment.
  • Health, dental, vision, and retirement benefits package.

Salary : $100,000 - $175,000

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