CCIG
Client Executive - Private Client Group
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Job Description
- Req#: 557400
- 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.
- 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.
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.
- Pay Range: $61,900 - $160,000 (dependent on experience and/or qualifications)
- Total Compensation = Pay + Performance Bonus + Benefits
Job Title: Client Executive
Department: Private Client Group
Reports To: Director of Risk Management and Private Client Group
FLSA Status: Exempt
POSITION SUMMARY: As 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:
Qualifications:
Work Environment & Physical Demands:
Compensation Information:
Supervisory Responsibility: This position does not have any supervisory responsibilities.
About the company
CCIG is one of Colorado’s leading insurance brokerages, providing Business Insurance and Personal Insurance, Health Benefits and Risk and Claims Management services.
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