Overview
Hybrid
$160,000 - $200,000
Full Time
Skills
Insurance
Brokerage
Finance
Job Details
Purpose: Serve as the primary strategic advisor and trusted liaison between CEI and its high-value clients in the Chicago region (world s largest insurance brokers with global reach and local presence), driving long-term partnerships, revenue growth, and client satisfaction.
Key Responsibilities
- Strategic Client Leadership
- Act as the main point of contact for designated clients, owning the overall relationship and satisfaction.
- Understand client business models, risk exposures, and strategic objectives to craft tailored insurance and risk management solutions.
- Function as a consultative business partner with a deep grip on the client s broader operational goals.
- Revenue & Account Growth
- Proactively identify upsell and cross-sell opportunities within existing accounts.
- Lead account planning initiatives to accelerate expansion of CEI services.
- Operational Excellence & Problem Resolution
- Oversee smooth onboarding and delivery of CEI services, ensuring client needs are met through coordinated efforts.
- Quickly resolve client issues by mobilizing the right internal resources and ensuring clear communication.
- Risk Management & Solution Customization
- Guide clients in navigating complex insurance landscapes across property, casualty, employee benefits, surety, and more.
- Leverage CEI s capabilities to design comprehensive, cost-effective, and compliant solutions.
- Performance Metrics & Reporting
- Track client satisfaction, retention, and financial performance metrics.
- Deliver executive-level reporting and presentations on progress, trends, and growth opportunities.
Ideal Qualifications
- Bachelor s degree in a relevant field (e.g., Business, Insurance, Finance, Risk Management); advanced degree preferred.
- 8 12+ years in insurance brokerage or risk management, with experience serving key enterprise or commercial accounts.
- Strong financial, analytical, and strategic thinking skills.
- Excellent communication, presentation, and executive relationship-building capabilities.
- Experience working in a major market - Chicago - is mandatory.
- Proven track record of managing and growing client portfolios in a consultative role.
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