Client Relationship Executive

Job Description

Job Summary

The Client Relationship Executive primary responsibility is to grow revenues from an assigned book of business through renewal management, account rounding and cross-selling initiatives. The Executive will also be responsible to create and execute the annual client service plan.

In order to be successful, the Executive will need to acquire risk management expertise within one or more of the agencies core areas: Commercial, Personal Lines, and Employee Benefits. The position will require continuous learning through industry, carrier, and agency resources.

The Executive will be expected to cultivate a strong relationship with the client decision-making team and be able to identify risks and deliver risk management solutions. The Executive will manage the renewal process including the gathering and analyzing of data and managing the negotiating process with carriers.

The Executive will be expected to identify cross-selling and account rounding opportunities and cultivate the opportunity by following the Walsh Duffield sales process.

The Walsh Duffield Executive training program will include concentrations in product knowledge, sales skills, and agency systems. A personal training plan will be developed and scheduled in advance and will encompass exposure to all agency core areas.   Training will be conducted by Walsh Duffield associates and Carrier relationships<

Essential Functions

  • Set priorities and manage workflow for customers, including independently analyzing contracts, quoting additional coverages and binding coverage.
  • Keep informed of industry information, new product information, coverage and technology to continuously improve knowledge and stay current.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
  • Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.
  • Maintain required and additional continuing education for license and professional designations.
  • Continue education in areas applicable to the position and to maintain license.
  • Represent the organization in a manner which is consistent with agency values and a level of excellence.
  • Adhere to the stated expectations of the E&O Plus Quality Management Program

Additional Responsibilities

As an Executive, major responsibilities include but are not limited to:
  • Perform other miscellaneous duties as assigned by agency management.
  • Adhere to client service standards of the division and agency.
  • Participate in training and seminar courses.
  • Follow guidelines outlined in WD employee manual.

Education and Experience

  • Bachelor’s Degree in applicable field of study, preferred and current, applicable, and quality references.
  • Minimum 10 years of direct client service experience in risk management field, preferred.
  • Demonstrate expertise in a related risk management.

Knowledge Skills and Abilities

  • All Property & Casualty insurance licenses and/or Life & Health License required by the Department of Insurance.
  • Strong analytical ability
  • Effective presentation skills supported by excellent verbal and written communication.
  • Demonstrate leadership ability and initiative.

Reports to/Department

Sales Manager and Division Manager (Group Benefits/Commercial Lines/Personal Lines)

FLSA Job Classification

Exempt (Full-Time)

ADA Requirements

Walsh Duffield complies with the Americans with Disabilities Act. Reasonable accommodations may be made to qualified individuals with disabilities to perform the essential functions of this position.

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear.  The employee is occasionally required to stand, walk, and reach with hands and arms.

The employee must regularly lift and/or move up to 10 pounds.

The noise level in the work environment is usually light.

This job description is intended to describe the normal level of work required by the person performing the work.  The principle duties outlined are the essential responsibilities and duties.  Other duties may be assigned as needs rise, or as required.

This description is not intended as a contract and is subject to change.  Any written contractual agreements supersede this job description.  All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.


Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sex orientation, national origin, genetic information, sex, age, disability, protected veteran status, or any other characteristic protected by law. We welcome diversity and highly encourage applications from diverse candidates, including those with disabilities.