Client Executive - Commercial Insurance Carriers

Position Overview

The leading global provider of cloud based software solutions that powers the business and industry of insurance is looking for a Client Executive to join their impressive account management team in North America. This individua will work alongside teammates who value diverse perspectives, embrace bold thinking, and rally around shared goals. This role offers the chance to solve meaningful challenges, contribute to cutting-edge AI solutions, and grow in a culture that celebrates both individual and team success.

Our client is transforming how insurers and brokers connect, operate, and grow their business. Their AI-powered platform is driving smarter decisions, greater efficiency, and seamless collaboration across the global insurance ecosystem. As they accelerate digital transformation, they are looking for curious, collaborative minds ready to help shape what’s next in the industry. If you’re energized by innovation and inspired by impact, this role is for you!

What You’ll Do:

• Manage a book of carrier/broker accounts and be the primary post-sale point of contact.
• Understand each customer's underwriting and claims workflows and identify where you can deliver value; drive adoption by showing how product offerings can become a part of a company’s day-to-day process.
• Track adoption and total contract utilization against targets; flag gaps and execute on actions to drive utilization.
• Broaden the support network within each client by identifying and developing new relationships from senior stakeholders to project teams across underwriting, operations and IT.
• Run QBRs / executive business reviews to ensure strategic alignment with each client, prove value delivered and align on mid-term partnership expansion plans.
• Identify competitive/attrition risks early and drive recovery plans; document discovery that informs renewal and expansion strategy.
• Create references and stories (case studies, joint talks) as wins land; partner with Marketing Team internally to amplify outcomes.
• Multithread senior relationships (CUO, CIO, UW Ops, IT) and run focused platform walk‑throughs; explain LLMs, data flows, and APIs in plain language tied to underwriting/ops value.
• Travel within North America as needed (up to 50%) for onsite workshops, enablement, QBRs, and executive sessions.

Experience Needed:

• 4-7+ years in Account Management / Customer Success in commercial insurance with insurance/Insurtech experience.
• Strong relationship management skills. Someone who can build trusted senior relationships (underwriting, operations, IT) and be comfortable leading QBRs / exec readouts.
• Workflow-minded: Being able to sit with a customer, understand how submissions/intake/triage works today, and show where product offerings can fit so it becomes part of the daily processes.
• Product & AI fluent: Must be able to deliver targeted demos and communicate clearly about LLMs, data flows, and APIs—always connecting tech to underwriting/ops value.
• Cross‑functional orchestrator: Someone capable of partnering smoothly with Sales, Delivery, Support, Security, and Legal on escalations and expansions.
• Bachelor’s degree or equivalent experience.

This Role Offers:

• Competitive salary + OTE package.
• Flexible working and remote options allowing you to work from home.
• Professional development budget & conference access.
• Annual company retreats.
• A mission-driven culture that puts its people first.