Client Executive

The Client Executive is responsible for the solicitation and sale of new business and the development of additional revenue from existing clients.

This role drives organic growth by proactively identifying opportunities, building and deepening relationships, and presenting tailored risk management and insurance solutions.

The Client Executive also oversees the servicing and retention of assigned accounts by collaborating closely with Account Managers and the broader service team, ensuring client needs are met through regular communication and ongoing advisory support.

Work Performed Meet activity and sales goals jointly established with management and regularly report progress toward those goalsProactively identify and qualify new leads and gather necessary information for future fact-finding appointmentsDevelop, present and sell new business proposals to prospects, customizing solutions to meet each clients needsComply with agency account quality and size standards to ensure targeted, profitable growthEstablish appropriate payment arrangements for each customer in alignment with agency guidelinesPerform periodic service and goodwill calls on accounts and coordinate customer service requests with the assigned Account Manager and/or service teamProvide ongoing professional advice, guidance and recommendations to improve clients risk management and insurance programsActively pursue the cross-sale of additional coverages and policies to existing customersCollaborate with life, health, benefits and personal lines producers by sharing leads and facilities joint sales calls where appropriateAttend and actively participate in regular sales meetings, including pipeline reviews and strategic planning discussionsPartner with the marketing department to secure and negotiate quotations and place coverage with insurance carriersParticipate in company and carrier relationship-building efforts through positive, professional contact with carrier representativesAchieve educational and professional development goals as established by agency managementMaintain a professional demeanor and actively support and promote a positive public image for Oakbridge in the community