Strategic Account Executive

The Strategic Account Executive shares accountability with the Producer for the client relationship, driving strategic planning, renewals, and service delivery on assigned accounts.

Assigned accounts are typically key accounts or carry multi-state, multi-line, or alternative risk-financing complexity, with account assignment approved by Producer.

This individual partners closely with Producers, Account Managers, P&C service staff, and carrier partners, delivering proactive guidance on program performance, coverage design, risk management, and compliance across the accounts they own.

Work Performed Client Strategy and Relationship Management Serve as the primary point of contact and trusted advisor for assigned clientsShare accountability with the Producer for retention and account rounding, identifying and acting on cross-sell and new-line opportunities and recording them in agency systemsBuild and execute annual client strategic plans and service timelinesMaintain a thorough understanding of each clients business, operations, and risk exposuresLead client meetings, delivering strategic guidance on program performance, loss trends, and coverage design opportunitiesFlag risks, challenges, and opportunities, recommending solutions aligned with client goals and Oakbridge strategy Renewals, Marketing and Program Oversight Review loss analysis, program structuring, and financial modeling - including retention, deductible, and captive considerations - to support long-term program sustainability and informed client decisionsOversee client onboarding and renewal execution, ensuring timelines, deliverables, and service standards are met across internal teams and carrier partnersDrive the renewal and marketing process end-to-end, including carrier negotiations, coverage placement, and final program recommendationsProduce risk management strategies, stewardship reports, and client-facing presentationsTrack loss trends and program financial performance, partnering with the Producer and Account Managers on recommendations Execution Oversight and Project Management Coordinate all client deliverables, timelines, and service commitmentsManage complex initiatives as project lead, ensuring coordination across internal and external partnersKeep communication clear and timely among clients, Producers, carriers, and internal teamsOwn escalated policy issuance, billing, and complex claims issues, serving as liaison between client, carrier, and internal teams until each issue is verifiably resolved and confirmed with the client Compliance, Carrier and Industry Leadership Confirm clients remain compliant with applicable insurance regulations and policy obligationsCultivate strong carrier and vendor relationships and deep product knowledge across property and casualty linesStay current on industry trends, coverage forms, and regulatory changesParticipate in internal initiatives that support team development and process improvementOversee client compliance calendars an...